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 | $17,812 |
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 | $28,047 | $81,474-65.6% | $133,956-79.1% | $73,488-61.8% |
| Participation rate | 94.0% | 76.4%+17.7pp | 79.8%+14.2pp | 70.7%+23.4pp |
| Annual return | 13.97% | 19.40%-5.4pp | 45.09%-31.1pp | 28.51%-14.5pp |
| Employer contribution / active EE | $1,311 | $2,209-40.6% | $3,919-66.5% | $2,270-42.2% |
| Participant deferral / active EE | $724 | $3,786-80.9% | $5,048-85.7% | $3,740-80.6% |
| Admin fee / account holder | $136 | $713-80.9% | $8,927-98.5% | $513-73.5% |