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 | -$27,370 |
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 | $102,312 | $72,254+41.6% | $86,677+18.0% | $64,808+57.9% |
| Participation rate | 91.8% | 80.4%+11.4pp | 76.6%+15.2pp | 71.5%+20.3pp |
| Annual return | -18.82% | 392.42%-411.2pp | 35.91%-54.7pp | 32.82%-51.6pp |
| Employer contribution / active EE | $4,057 | $2,393+69.6% | $2,836+43.0% | $2,506+61.9% |
| Participant deferral / active EE | $6,744 | $4,658+44.8% | $4,656+44.9% | $4,310+56.5% |
| Admin fee / account holder | -$77 | $174-144.2% | $7,493-101.0% | $188-140.9% |