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 | $7,149 |
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 | $96,035 | $98,750-2.7% | $149,696-35.8% | $79,858+20.3% |
| Participation rate | 95.5% | 75.8%+19.7pp | 82.5%+13.0pp | 69.6%+25.9pp |
| Annual return | 18.87% | 27.43%-8.6pp | 276.60%-257.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $13,610 | $5,680+139.6% | $6,842+98.9% | $3,740+263.9% |
| Admin fee / account holder | $73 | $6,053-98.8% | $9,309-99.2% | $5,306-98.6% |