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 | $27,112 |
Participant 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 | $12,030 | $88,890-86.5% | $102,423-88.3% | $77,643-84.5% |
| Participation rate | 82.6% | 80.9%+1.6pp | 76.5%+6.1pp | 70.6%+12.0pp |
| Annual return | 14.31% | 24.98%-10.7pp | 29.32%-15.0pp | 31.24%-16.9pp |
| Employer contribution / active EE | $1,046 | $2,698-61.2% | $3,023-65.4% | $2,726-61.6% |
| Participant deferral / active EE | $1,849 | $5,145-64.1% | $5,053-63.4% | $4,647-60.2% |
| Admin fee / account holder | $107 | $235-54.4% | $9,451-98.9% | $430-75.0% |