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 9-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 | $4,388 |
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 | $27,910 | $79,184-64.8% | $102,438-72.8% | $74,546-62.6% |
| Participation rate | 91.2% | 74.8%+16.5pp | 76.5%+14.7pp | 67.2%+24.0pp |
| Annual return | 24.36% | 54.95%-30.6pp | 29.37%-5.0pp | 1366.03%-1341.7pp |
| Employer contribution / active EE | $1,569 | $2,362-33.6% | $3,024-48.1% | $2,624-40.2% |
| Participant deferral / active EE | $2,488 | $4,414-43.6% | $5,054-50.8% | $4,347-42.8% |
| Admin fee / account holder | $17 | $2,001-99.2% | $9,448-99.8% | $1,944-99.1% |