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 7-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 | $1,120 |
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 | $23,148 | $58,320-60.3% | $86,436-73.2% | $66,914-65.4% |
| Participation rate | 97.0% | 78.6%+18.5pp | 80.3%+16.7pp | 69.8%+27.2pp |
| Annual return | 10.35% | -9.71%+20.1pp | 4394.89%-4384.5pp | 1.58%+8.8pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $15,787 | $6,899+128.8% | $6,952+127.1% | $4,237+272.6% |
| Admin fee / account holder | $4 | $546-99.3% | $6,731-99.9% | $593-99.4% |