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 5-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 | $6,090 |
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 | $11,863 | $42,353-72.0% | $79,550-85.1% | $64,808-81.7% |
| Participation rate | 83.0% | 64.8%+18.3pp | 69.5%+13.5pp | 71.5%+11.6pp |
| Annual return | 195.46% | -12.24%+207.7pp | 0.16%+195.3pp | 32.82%+162.6pp |
| Employer contribution / active EE | $1,367 | $1,181+15.8% | $2,413-43.3% | $2,506-45.4% |
| Participant deferral / active EE | $3,014 | $3,170-4.9% | $3,985-24.4% | $4,310-30.1% |
| Admin fee / account holder | $14 | $160-91.3% | $6,832-99.8% | $188-92.6% |