See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,390 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,977 | $50,199-50.2% | $70,092-64.4% | $66,914-62.7% |
| Participation rate | 75.7% | 66.3%+9.4pp | 70.5%+5.3pp | 69.8%+5.9pp |
| Annual return | -17.99% | -13.85%-4.1pp | 190.73%-208.7pp | 1.58%-19.6pp |
| Employer contribution / active EE | $620 | $1,864-66.7% | $2,559-75.8% | $2,544-75.6% |
| Participant deferral / active EE | $1,018 | $3,112-67.3% | $3,849-73.5% | $4,237-76.0% |
| Admin fee / account holder | $227 | $600-62.2% | $6,267-96.4% | $593-61.8% |