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 | $1,515 |
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 | $151,398 | $71,883+110.6% | $86,677+74.7% | $68,494+121.0% |
| Participation rate | 82.1% | 72.2%+9.9pp | 76.6%+5.6pp | 67.9%+14.3pp |
| Annual return | -69.26% | 3.52%-72.8pp | 35.91%-105.2pp | -7.84%-61.4pp |
| Employer contribution / active EE | $6,521 | $2,173+200.1% | $2,836+129.9% | $2,596+151.2% |
| Participant deferral / active EE | $18,226 | $3,779+382.3% | $4,656+291.5% | $4,027+352.6% |
| Admin fee / account holder | $51 | $6,112-99.2% | $7,493-99.3% | $5,403-99.1% |