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 | $6,160 |
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 | $54,927 | $53,165+3.3% | $86,188-36.3% | $74,419-26.2% |
| Participation rate | 91.9% | 64.9%+27.0pp | 69.0%+22.9pp | 70.7%+21.1pp |
| Annual return | 22.69% | 22.64%0pp | 1168.45%-1145.8pp | 34.38%-11.7pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,380-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $4,635 | $3,234+43.3% | $3,985+16.3% | $4,528+2.4% |
| Admin fee / account holder | $20 | $551-96.4% | $6,852-99.7% | $348-94.3% |