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 | $76,794 |
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 | $30,934 | $91,372-66.1% | $129,995-76.2% | $74,419-58.4% |
| Participation rate | 94.6% | 77.8%+16.8pp | 78.5%+16.1pp | 70.7%+23.8pp |
| Annual return | 17.91% | 23.21%-5.3pp | -137.18%+155.1pp | 34.38%-16.5pp |
| Employer contribution / active EE | $1,413 | $2,563-44.9% | $4,320-67.3% | $2,637-46.4% |
| Participant deferral / active EE | $5,039 | $4,721+6.8% | $5,820-13.4% | $4,528+11.3% |
| Admin fee / account holder | $142 | $283-49.8% | $10,614-98.7% | $348-59.1% |