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 9-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 | $200 |
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 | $134,961 | $88,634+52.3% | $101,326+33.2% | $74,304+81.6% |
| Participation rate | 70.9% | 76.9%-6.0pp | 81.5%-10.6pp | 60.3%+10.5pp |
| Annual return | 18.66% | 33.10%-14.4pp | 36.82%-18.2pp | 29.43%-10.8pp |
| Employer contribution / active EE | $549 | $2,930-81.3% | $3,665-85.0% | $2,241-75.5% |
| Participant deferral / active EE | $7,259 | $7,322-0.9% | $7,994-9.2% | $3,767+92.7% |
| Admin fee / account holder | $19 | $2,425-99.2% | $11,185-99.8% | $2,969-99.3% |