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 | $7,142 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,868 | $79,171-67.3% | $102,423-74.7% | $74,495-65.3% |
| Participation rate | 92.5% | 74.8%+17.7pp | 76.5%+16.0pp | 67.2%+25.3pp |
| Annual return | 21.79% | 54.93%-33.1pp | 29.32%-7.5pp | 1364.94%-1343.2pp |
| Employer contribution / active EE | $1,380 | $2,362-41.6% | $3,023-54.4% | $2,623-47.4% |
| Participant deferral / active EE | $1,862 | $4,415-57.8% | $5,053-63.2% | $4,346-57.2% |
| Admin fee / account holder | $72 | $2,001-96.4% | $9,451-99.2% | $1,942-96.3% |