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 | $22,003 |
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 | $115,958 | $93,373+24.2% | $152,466-23.9% | $85,850+35.1% |
| Participation rate | 94.4% | 70.1%+24.4pp | 78.2%+16.2pp | 69.3%+25.1pp |
| Annual return | 9.97% | 21.84%-11.9pp | 757.33%-747.4pp | 318.53%-308.6pp |
| Employer contribution / active EE | $5,837 | $2,996+94.8% | $4,327+34.9% | $2,565+127.6% |
| Participant deferral / active EE | $6,922 | $4,550+52.1% | $5,820+18.9% | $3,952+75.2% |
| Admin fee / account holder | $222 | $13,853-98.4% | $15,805-98.6% | $6,260-96.5% |