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 | $97,892 |
Service code 27 · EIN 45-4118952 | Advisory (Plan) | $5,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,174 | $107,459-82.2% | $135,903-85.9% | $80,160-76.1% |
| Participation rate | 92.5% | 78.0%+14.5pp | 81.9%+10.6pp | 72.9%+19.6pp |
| Annual return | 30.90% | 91.91%-61.0pp | 68.23%-37.3pp | 40.38%-9.5pp |
| Employer contribution / active EE | $2,107 | $3,877-45.6% | $4,856-56.6% | $2,978-29.2% |
| Participant deferral / active EE | $4,715 | $8,195-42.5% | $7,758-39.2% | $5,017-6.0% |
| Admin fee / account holder | $74 | $127-41.8% | $10,762-99.3% | $145-49.0% |