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 | $27,908 |
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 | $64,695 | $63,442+2.0% | $68,791-6.0% | $66,914-3.3% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.0%+31.0pp | 69.8%+30.2pp |
| Annual return | -18.74% | -8.29%-10.5pp | -6.38%-12.4pp | 1.58%-20.3pp |
| Employer contribution / active EE | $2,490 | $1,775+40.3% | $2,655-6.2% | $2,544-2.1% |
| Participant deferral / active EE | $5,825 | $2,945+97.8% | $3,941+47.8% | $4,237+37.5% |
| Admin fee / account holder | $170 | $577-70.5% | $4,932-96.5% | $593-71.3% |