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 | $7,748 |
USI CONSULTING GROUP1 year Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Sub-t... | $2,080 |
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 | $41,543 | $58,908-29.5% | $82,719-49.8% | - |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.6%+27.4pp | - |
| Annual return | -19.35% | -8.97%-10.4pp | 701.18%-720.5pp | - |
| Employer contribution / active EE | $3,343 | $1,912+74.8% | $3,009+11.1% | - |
| Participant deferral / active EE | $4,801 | $2,996+60.2% | $4,395+9.2% | - |
| Admin fee / account holder | $31 | $4,022-99.2% | $5,329-99.4% | - |