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 6-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 | $151,001 |
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 | $36,969 | $130,141-71.6% | $86,677-57.3% | $77,904-52.5% |
| Participation rate | 98.1% | 85.9%+12.1pp | 76.6%+21.5pp | 73.7%+24.4pp |
| Annual return | -13.97% | -12.75%-1.2pp | 35.91%-49.9pp | 12.21%-26.2pp |
| Employer contribution / active EE | $2,499 | $3,220-22.4% | $2,836-11.9% | $2,848-12.3% |
| Participant deferral / active EE | $4,248 | $5,757-26.2% | $4,656-8.8% | $4,806-11.6% |
| Admin fee / account holder | $85 | $132-35.5% | $7,493-98.9% | $133-35.8% |