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 | $10,747 |
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 | $23,652 | $81,900-71.1% | $119,609-80.2% | $68,494-65.5% |
| Participation rate | 77.3% | 71.9%+5.4pp | 79.3%-2.0pp | 67.9%+9.4pp |
| Annual return | -16.69% | -23.82%+7.1pp | -14.97%-1.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,271 | $2,693-52.8% | $4,232-70.0% | $2,596-51.0% |
| Participant deferral / active EE | $2,353 | $4,148-43.3% | $5,602-58.0% | $4,027-41.6% |
| Admin fee / account holder | $148 | $6,582-97.8% | $10,323-98.6% | $5,403-97.3% |