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 | $11,310 |
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 | $70,002 | $131,799-46.9% | $200,582-65.1% | $85,563-18.2% |
| Participation rate | 88.4% | 87.9%+0.4pp | 86.9%+1.5pp | 66.0%+22.4pp |
| Annual return | 24.34% | 21.59%+2.7pp | 42.33%-18.0pp | 31.51%-7.2pp |
| Employer contribution / active EE | $684 | $4,532-84.9% | $6,419-89.3% | $2,654-74.2% |
| Participant deferral / active EE | $5,527 | $7,702-28.2% | $9,331-40.8% | $4,375+26.3% |
| Admin fee / account holder | $63 | $235-73.2% | $16,305-99.6% | $834-92.5% |