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 | $1,775 |
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 | $103,809 | $110,094-5.7% | $151,611-31.5% | $68,494+51.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 87.5%-12.5pp | 67.9%+7.1pp |
| Annual return | -22.02% | -10.12%-11.9pp | 3.33%-25.4pp | -7.84%-14.2pp |
| Employer contribution / active EE | $1,777 | $4,471-60.2% | $6,166-71.2% | $2,596-31.5% |
| Participant deferral / active EE | $5,699 | $6,527-12.7% | $8,363-31.9% | $4,027+41.5% |
| Admin fee / account holder | $25 | $7,719-99.7% | $11,616-99.8% | $5,403-99.5% |