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 | $8,903 |
Annual investment return 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 | $20,333 | $66,457-69.4% | $81,382-75.0% | $77,643-73.8% |
| Participation rate | 86.5% | 68.7%+17.7pp | 69.5%+17.0pp | 70.6%+15.9pp |
| Annual return | 10.08% | 15.93%-5.8pp | 24.73%-14.6pp | 31.24%-21.2pp |
| Employer contribution / active EE | $1,270 | $2,159-41.2% | $2,463-48.4% | $2,726-53.4% |
| Participant deferral / active EE | $1,473 | $3,679-60.0% | $3,883-62.1% | $4,647-68.3% |
| Admin fee / account holder | $13 | $583-97.8% | $5,768-99.8% | $430-97.0% |