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 | -$4,990 |
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 | $113,145 | $80,673+40.3% | $101,326+11.7% | $84,808+33.4% |
| Participation rate | 81.3% | 77.8%+3.6pp | 81.5%-0.2pp | 68.3%+13.0pp |
| Annual return | 14.34% | 38.95%-24.6pp | 36.82%-22.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,842 | $2,698+42.4% | $3,665+4.8% | $2,631+46.0% |
| Participant deferral / active EE | $17,029 | $6,840+148.9% | $7,994+113.0% | $4,212+304.3% |
| Admin fee / account holder | -$39 | $12,784-100.3% | $11,185-100.4% | $7,344-100.5% |