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 | $13,874 |
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 | $49,907 | $88,083-43.3% | $164,813-69.7% | $74,495-33.0% |
| Participation rate | 86.3% | 73.0%+13.2pp | 78.6%+7.6pp | 67.2%+19.0pp |
| Annual return | -5.35% | 17.26%-22.6pp | 69.93%-75.3pp | 1364.94%-1370.3pp |
| Employer contribution / active EE | $2,600 | $2,593+0.3% | $4,341-40.1% | $2,623-0.9% |
| Participant deferral / active EE | $5,258 | $4,498+16.9% | $6,031-12.8% | $4,346+21.0% |
| Admin fee / account holder | $83 | $2,234-96.3% | $12,690-99.3% | $1,942-95.7% |