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 | $9,611 |
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 | $20,091 | $69,823-71.2% | $77,163-74.0% | $74,419-73.0% |
| Participation rate | 97.4% | 70.0%+27.4pp | 69.6%+27.8pp | 70.7%+26.6pp |
| Annual return | 14.52% | 19.98%-5.5pp | 37.87%-23.4pp | 34.38%-19.9pp |
| Employer contribution / active EE | $1,475 | $2,150-31.4% | $2,535-41.8% | $2,637-44.1% |
| Participant deferral / active EE | $1,647 | $3,558-53.7% | $3,833-57.0% | $4,528-63.6% |
| Admin fee / account holder | $15 | $398-96.1% | $5,472-99.7% | $348-95.6% |