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 8-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 | $225 |
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 | $77,122 | $95,803-19.5% | $113,168-31.9% | $84,808-9.1% |
| Participation rate | 70.2% | 72.9%-2.7pp | 76.6%-6.4pp | 68.3%+1.9pp |
| Annual return | 18.70% | 25.00%-6.3pp | 24.27%-5.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $656 | $2,360-72.2% | $2,975-77.9% | $2,631-75.1% |
| Participant deferral / active EE | $11,608 | $4,242+173.6% | $5,107+127.3% | $4,212+175.6% |
| Admin fee / account holder | $1 | $8,989-100.0% | $12,068-100.0% | $7,344-100.0% |