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 | $38,398 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 55 · EIN 26-4310632 | Other Commissions | $11,109 |
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 | $61,763 | $172,932-64.3% | $119,258-48.2% | $86,799-28.8% |
| Participation rate | 91.4% | 89.4%+2.0pp | 82.7%+8.7pp | 72.3%+19.2pp |
| Annual return | 13.25% | 20.96%-7.7pp | 30.69%-17.4pp | 97.91%-84.7pp |
| Employer contribution / active EE | $2,934 | $5,487-46.5% | $4,384-33.1% | $2,405+22.0% |
| Participant deferral / active EE | $6,081 | $8,466-28.2% | $6,111-0.5% | $4,131+47.2% |
| Admin fee / account holder | $148 | $150-1.6% | $7,226-98.0% | $170-12.7% |