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 | $10,151 |
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 | $87,229 | $95,274-8.4% | $135,903-35.8% | $74,419+17.2% |
| Participation rate | 94.7% | 78.2%+16.5pp | 81.9%+12.8pp | 70.7%+24.0pp |
| Annual return | 16.85% | 32.77%-15.9pp | 68.23%-51.4pp | 34.38%-17.5pp |
| Employer contribution / active EE | $3,243 | $3,874-16.3% | $4,856-33.2% | $2,637+23.0% |
| Participant deferral / active EE | $10,453 | $7,782+34.3% | $7,758+34.7% | $4,528+130.8% |
| Admin fee / account holder | $14 | $266-94.9% | $10,762-99.9% | $348-96.1% |