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 | $8,596 |
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 | $27,005 | $111,491-75.8% | $189,513-85.8% | $86,799-68.9% |
| Participation rate | 71.3% | 87.3%-16.1pp | 87.8%-16.5pp | 72.3%-1.0pp |
| Annual return | 35.67% | 83.50%-47.8pp | 555.15%-519.5pp | 97.91%-62.2pp |
| Employer contribution / active EE | $2,154 | $3,951-45.5% | $6,162-65.0% | $2,405-10.5% |
| Participant deferral / active EE | $6,596 | $6,437+2.5% | $8,221-19.8% | $4,131+59.7% |
| Admin fee / account holder | $29 | $189-84.7% | $12,045-99.8% | $170-82.9% |