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 8-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 | $175,113 |
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 | $10,558 | $53,199-80.2% | $155,567-93.2% | $199,768-94.7% |
| Participation rate | 83.9% | 64.1%+19.8pp | 78.2%+5.7pp | 72.0%+11.9pp |
| Annual return | 16.85% | 41.17%-24.3pp | 64.74%-47.9pp | 34.26%-17.4pp |
| Employer contribution / active EE | $426 | $1,852-77.0% | $4,674-90.9% | $3,037-86.0% |
| Participant deferral / active EE | $3,143 | $3,163-0.6% | $5,628-44.2% | $5,090-38.2% |
| Admin fee / account holder | $129 | $186-30.5% | $15,916-99.2% | $269-52.1% |