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 7-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 | $31,467 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $12,503 |
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 | $23,856 | $86,944-72.6% | $107,525-77.8% | $74,304-67.9% |
| Participation rate | 75.1% | 59.6%+15.6pp | 75.1%0pp | 60.3%+14.8pp |
| Annual return | 19.24% | 23.52%-4.3pp | 181.32%-162.1pp | 29.43%-10.2pp |
| Employer contribution / active EE | $1,451 | $2,757-47.4% | $3,754-61.3% | $2,241-35.2% |
| Participant deferral / active EE | $3,163 | $3,554-11.0% | $5,116-38.2% | $3,767-16.1% |
| Admin fee / account holder | $196 | $3,727-94.7% | $8,919-97.8% | $2,969-93.4% |