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 5-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 | $12,091 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,037 |
Annual investment return 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 | $28,764 | $87,870-67.3% | $113,168-74.6% | $74,304-61.3% |
| Participation rate | 91.8% | 70.7%+21.1pp | 76.6%+15.3pp | 60.3%+31.5pp |
| Annual return | 12.35% | 26.44%-14.1pp | 24.27%-11.9pp | 29.43%-17.1pp |
| Employer contribution / active EE | $1,287 | $2,277-43.5% | $2,975-56.7% | $2,241-42.6% |
| Participant deferral / active EE | $3,359 | $4,241-20.8% | $5,107-34.2% | $3,767-10.8% |
| Admin fee / account holder | $152 | $3,368-95.5% | $12,068-98.7% | $2,969-94.9% |