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 9-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 | $1,475 |
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 | $68,703 | $86,655-20.7% | $119,609-42.6% | $66,914+2.7% |
| Participation rate | 82.2% | 75.6%+6.7pp | 79.3%+3.0pp | 69.8%+12.4pp |
| Annual return | -16.58% | -8.00%-8.6pp | -14.97%-1.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $730 | $2,536-71.2% | $4,232-82.8% | $2,544-71.3% |
| Participant deferral / active EE | $5,275 | $4,358+21.1% | $5,602-5.8% | $4,237+24.5% |
| Admin fee / account holder | $11 | $755-98.6% | $10,323-99.9% | $593-98.2% |