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 3-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 | $130,940 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $53,960 |
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 | $21,861 | $58,336-62.5% | $97,167-77.5% | $199,768-89.1% |
| Participation rate | 86.5% | 63.8%+22.7pp | 72.7%+13.8pp | 72.0%+14.5pp |
| Annual return | 17.14% | 32.81%-15.7pp | 75.27%-58.1pp | 34.26%-17.1pp |
| Employer contribution / active EE | $1,652 | $1,416+16.7% | $2,729-39.5% | $3,037-45.6% |
| Participant deferral / active EE | $3,984 | $3,240+23.0% | $4,264-6.5% | $5,090-21.7% |
| Admin fee / account holder | $99 | $114-13.3% | $5,650-98.3% | $269-63.3% |