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 | $1,743 |
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 | $38,806 | $65,435-40.7% | $86,677-55.2% | $66,914-42.0% |
| Participation rate | 94.2% | 75.5%+18.7pp | 76.6%+17.6pp | 69.8%+24.3pp |
| Annual return | -20.04% | -10.89%-9.2pp | 35.91%-56.0pp | 1.58%-21.6pp |
| Employer contribution / active EE | $1,452 | $2,153-32.6% | $2,836-48.8% | $2,544-42.9% |
| Participant deferral / active EE | $2,475 | $4,100-39.6% | $4,656-46.8% | $4,237-41.6% |
| Admin fee / account holder | $8 | $642-98.7% | $7,493-99.9% | $593-98.6% |