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 | $13,322 |
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 | $75,876 | $82,202-7.7% | $125,339-39.5% | $64,808+17.1% |
| Participation rate | 95.3% | 77.9%+17.4pp | 82.4%+12.9pp | 71.5%+23.9pp |
| Annual return | -19.71% | 3.48%-23.2pp | 572.05%-591.8pp | 32.82%-52.5pp |
| Employer contribution / active EE | $3,340 | $3,615-7.6% | $4,814-30.6% | $2,506+33.3% |
| Participant deferral / active EE | $10,597 | $7,175+47.7% | $7,446+42.3% | $4,310+145.9% |
| Admin fee / account holder | $19 | $163-88.4% | $10,010-99.8% | $188-89.9% |