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 6-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 | $74,286 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $23,000 |
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 | $33,591 | $88,890-62.2% | $102,423-67.2% | $77,643-56.7% |
| Participation rate | 97.1% | 80.9%+16.2pp | 76.5%+20.6pp | 70.6%+26.5pp |
| Annual return | 12.14% | 24.98%-12.8pp | 29.32%-17.2pp | 31.24%-19.1pp |
| Employer contribution / active EE | $1,708 | $2,698-36.7% | $3,023-43.5% | $2,726-37.3% |
| Participant deferral / active EE | $4,123 | $5,145-19.9% | $5,053-18.4% | $4,647-11.3% |
| Admin fee / account holder | $134 | $235-42.9% | $9,451-98.6% | $430-68.8% |