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 6-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 | $70,224 |
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 | $59,135 | $129,021-54.2% | $184,203-67.9% | $77,643-23.8% |
| Participation rate | 79.8% | 87.3%-7.6pp | 86.8%-7.0pp | 70.6%+9.2pp |
| Annual return | 20.25% | 33.27%-13.0pp | 28.81%-8.6pp | 31.24%-11.0pp |
| Employer contribution / active EE | $1,634 | $4,413-63.0% | $6,427-74.6% | $2,726-40.0% |
| Participant deferral / active EE | $9,498 | $7,297+30.2% | $9,131+4.0% | $4,647+104.4% |
| Admin fee / account holder | $110 | $254-56.8% | $13,901-99.2% | $430-74.5% |