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 | $7,626 |
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 | $25,266 | $72,254-65.0% | $86,677-70.8% | $64,808-61.0% |
| Participation rate | 83.5% | 80.4%+3.1pp | 76.6%+6.9pp | 71.5%+12.1pp |
| Annual return | -17.90% | 392.42%-410.3pp | 35.91%-53.8pp | 32.82%-50.7pp |
| Employer contribution / active EE | $963 | $2,393-59.8% | $2,836-66.0% | $2,506-61.6% |
| Participant deferral / active EE | $4,088 | $4,658-12.2% | $4,656-12.2% | $4,310-5.2% |
| Admin fee / account holder | $11 | $174-93.5% | $7,493-99.8% | $188-94.0% |