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 | $10,936 |
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 | $25,284 | $99,985-74.7% | $146,665-82.8% | $85,850-70.5% |
| Participation rate | 85.7% | 73.1%+12.7pp | 80.1%+5.6pp | 69.3%+16.4pp |
| Annual return | 13.49% | 18.93%-5.4pp | 22.74%-9.3pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,194 | $2,559-53.3% | $4,136-71.1% | $2,565-53.4% |
| Participant deferral / active EE | $2,094 | $4,006-47.7% | $5,506-62.0% | $3,952-47.0% |
| Admin fee / account holder | $117 | $7,702-98.5% | $10,280-98.9% | $6,260-98.1% |