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 | $440 |
Annual investment return 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 | $222,276 | $71,883+209.2% | $86,677+156.4% | $68,494+224.5% |
| Participation rate | 89.1% | 72.2%+16.9pp | 76.6%+12.6pp | 67.9%+21.2pp |
| Annual return | -19.41% | 3.52%-22.9pp | 35.91%-55.3pp | -7.84%-11.6pp |
| Employer contribution / active EE | $6,783 | $2,173+212.2% | $2,836+139.1% | $2,596+161.3% |
| Participant deferral / active EE | $18,374 | $3,779+386.2% | $4,656+294.7% | $4,027+356.2% |
| Admin fee / account holder | $46 | $6,112-99.3% | $7,493-99.4% | $5,403-99.2% |