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 | $6,100 |
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 | $148,372 | $85,135+74.3% | $98,907+50.0% | $73,409+102.1% |
| Participation rate | 83.7% | 81.1%+2.6pp | 76.0%+7.7pp | 72.2%+11.5pp |
| Annual return | 11.96% | 19.14%-7.2pp | 196.43%-184.5pp | 59.29%-47.3pp |
| Employer contribution / active EE | $2,830 | $2,721+4.0% | $2,689+5.2% | $2,234+26.7% |
| Participant deferral / active EE | $7,146 | $4,349+64.3% | $4,244+68.4% | $3,805+87.8% |
| Admin fee / account holder | $4 | $139-96.8% | $6,642-99.9% | $158-97.2% |