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 | $550 |
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 | $66,543 | $162,322-59.0% | $135,903-51.0% | - |
| Participation rate | 80.8% | 71.5%+9.3pp | 81.9%-1.1pp | - |
| Annual return | 17.73% | 15.15%+2.6pp | 68.23%-50.5pp | - |
| Employer contribution / active EE | $0 | $3,400-100.0% | $4,856-100.0% | - |
| Participant deferral / active EE | $7,278 | $5,722+27.2% | $7,758-6.2% | - |
| Admin fee / account holder | $5 | $23,877-100.0% | $10,762-100.0% | - |