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 | $1,144 |
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 | $24,938 | $26,549-6.1% | $61,373-59.4% | $66,914-62.7% |
| Participation rate | 95.8% | 38.1%+57.7pp | 52.6%+43.2pp | 69.8%+26.0pp |
| Annual return | -21.13% | -16.21%-4.9pp | 338.61%-359.7pp | 1.58%-22.7pp |
| Employer contribution / active EE | $241 | $651-62.9% | $1,159-79.2% | $2,544-90.5% |
| Participant deferral / active EE | $3,326 | $1,338+148.6% | $2,125+56.5% | $4,237-21.5% |
| Admin fee / account holder | $10 | $409-97.6% | $2,130-99.5% | $593-98.3% |