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 10-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 | $366,059 |
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 | $60,409 | $124,049-51.3% | $95,952-37.0% | $93,223-35.2% |
| Participation rate | 98.1% | 88.4%+9.7pp | 77.1%+21.0pp | 74.9%+23.2pp |
| Annual return | 13.38% | 22.17%-8.8pp | 91.61%-78.2pp | 19.29%-5.9pp |
| Employer contribution / active EE | $2,694 | $3,478-22.5% | $2,541+6.0% | $2,680+0.5% |
| Participant deferral / active EE | $3,847 | $6,147-37.4% | $4,167-7.7% | $4,563-15.7% |
| Admin fee / account holder | $53 | $73-26.9% | $6,795-99.2% | $79-32.9% |