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 9-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 | $18,674 |
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 | $24,367 | $71,142-65.7% | $119,609-79.6% | $64,808-62.4% |
| Participation rate | 96.0% | 78.6%+17.4pp | 79.3%+16.7pp | 71.5%+24.5pp |
| Annual return | -17.91% | -10.01%-7.9pp | -14.97%-2.9pp | 32.82%-50.7pp |
| Employer contribution / active EE | $1,242 | $2,497-50.3% | $4,232-70.6% | $2,506-50.4% |
| Participant deferral / active EE | $4,440 | $4,490-1.1% | $5,602-20.8% | $4,310+3.0% |
| Admin fee / account holder | $34 | $162-78.8% | $10,323-99.7% | $188-81.7% |