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 | $27,664 |
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 | $28,796 | $56,423-49.0% | $77,163-62.7% | $71,457-59.7% |
| Participation rate | 82.8% | 64.3%+18.5pp | 69.6%+13.3pp | 67.9%+14.9pp |
| Annual return | 17.22% | 19.05%-1.8pp | 37.87%-20.7pp | 28.85%-11.6pp |
| Employer contribution / active EE | $728 | $1,866-61.0% | $2,535-71.3% | $2,588-71.9% |
| Participant deferral / active EE | $1,023 | $3,142-67.4% | $3,833-73.3% | $4,289-76.1% |
| Admin fee / account holder | $207 | $1,429-85.5% | $5,472-96.2% | $1,587-87.0% |