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 | -$2,587 |
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 | $24,661 | $51,197-51.8% | $82,719-70.2% | $66,914-63.1% |
| Participation rate | 77.0% | 67.8%+9.2pp | 72.6%+4.4pp | 69.8%+7.2pp |
| Annual return | -27.81% | -9.64%-18.2pp | 701.18%-729.0pp | 1.58%-29.4pp |
| Employer contribution / active EE | $2,549 | $2,611-2.4% | $3,009-15.3% | $2,544+0.2% |
| Participant deferral / active EE | $4,165 | $3,458+20.5% | $4,395-5.2% | $4,237-1.7% |
| Admin fee / account holder | -$10 | $416-102.4% | $5,329-100.2% | $593-101.7% |