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 | $13,284 |
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 | $14,634 | $56,503-74.1% | $70,092-79.1% | $64,808-77.4% |
| Participation rate | 88.6% | 70.5%+18.1pp | 70.5%+18.1pp | 71.5%+17.1pp |
| Annual return | -16.24% | -13.44%-2.8pp | 190.73%-207.0pp | 32.82%-49.1pp |
| Employer contribution / active EE | $1,174 | $2,046-42.6% | $2,559-54.1% | $2,506-53.1% |
| Participant deferral / active EE | $1,307 | $3,389-61.4% | $3,849-66.1% | $4,310-69.7% |
| Admin fee / account holder | $18 | $160-88.9% | $6,267-99.7% | $188-90.6% |