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 | $219 |
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 | $10,999 | $56,972-80.7% | $182,532-94.0% | $65,185-83.1% |
| Participation rate | 75.4% | 66.5%+8.9pp | 78.0%-2.6pp | 70.2%+5.2pp |
| Annual return | 0.00% | 27.67%-27.7pp | 148.54%-148.5pp | 29.38%-29.4pp |
| Employer contribution / active EE | $441 | $1,615-72.7% | $4,076-89.2% | $2,177-79.8% |
| Participant deferral / active EE | $2,427 | $3,526-31.2% | $5,524-56.1% | $3,514-30.9% |
| Admin fee / account holder | $2 | $528-99.6% | $8,592-100.0% | $847-99.7% |