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 | -$757 |
Employer 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 | $126,381 | $121,341+4.2% | $189,513-33.3% | $79,386+59.2% |
| Participation rate | 98.9% | 86.1%+12.8pp | 87.8%+11.1pp | 70.7%+28.2pp |
| Annual return | 14.66% | 21.08%-6.4pp | 555.15%-540.5pp | 116.85%-102.2pp |
| Employer contribution / active EE | $1,488 | $3,915-62.0% | $6,162-75.8% | $2,427-38.7% |
| Participant deferral / active EE | $8,310 | $6,395+29.9% | $8,221+1.1% | $4,046+105.4% |
| Admin fee / account holder | -$3 | $651-100.5% | $12,045-100.0% | $626-100.5% |