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 | $24,794 |
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 | $7,501 | $62,624-88.0% | $177,989-95.8% | $77,643-90.3% |
| Participation rate | 92.3% | 66.8%+25.5pp | 77.1%+15.3pp | 70.6%+21.8pp |
| Annual return | 19.79% | 16.16%+3.6pp | 294.48%-274.7pp | 31.24%-11.5pp |
| Employer contribution / active EE | $1,929 | $1,909+1.0% | $3,949-51.2% | $2,726-29.3% |
| Participant deferral / active EE | $3,002 | $4,219-28.9% | $6,276-52.2% | $4,647-35.4% |
| Admin fee / account holder | $42 | $386-89.1% | $10,363-99.6% | $430-90.3% |