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 8-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 | $4,969 |
Employer contribution per participant 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 | $21,039 | $64,612-67.4% | $86,436-75.7% | $64,808-67.5% |
| Participation rate | 91.1% | 81.5%+9.6pp | 80.3%+10.8pp | 71.5%+19.6pp |
| Annual return | -8.03% | 0.66%-8.7pp | 4394.89%-4402.9pp | 32.82%-40.8pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $10,172 | $7,497+35.7% | $6,952+46.3% | $4,310+136.0% |
| Admin fee / account holder | $70 | $169-58.7% | $6,731-99.0% | $188-62.8% |