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 | $50,979 |
Service code 16 · EIN 37-1444529 | Consulting | $5,857 |
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 | $16,409 | $98,727-83.4% | $113,168-85.5% | $85,563-80.8% |
| Participation rate | 86.4% | 80.8%+5.6pp | 76.6%+9.9pp | 66.0%+20.5pp |
| Annual return | 24.32% | 17.43%+6.9pp | 24.27%+0.1pp | 31.51%-7.2pp |
| Employer contribution / active EE | $1,328 | $2,907-54.3% | $2,975-55.4% | $2,654-49.9% |
| Participant deferral / active EE | $2,336 | $5,424-56.9% | $5,107-54.3% | $4,375-46.6% |
| Admin fee / account holder | $147 | $357-58.9% | $12,068-98.8% | $834-82.4% |