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 8-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 | $1,180 |
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 | $12,289 | $79,428-84.5% | $106,548-88.5% | $79,386-84.5% |
| Participation rate | 89.7% | 74.1%+15.6pp | 76.1%+13.6pp | 70.7%+19.0pp |
| Annual return | 11.74% | 18.27%-6.5pp | 26.80%-15.1pp | 116.85%-105.1pp |
| Employer contribution / active EE | $1,395 | $2,234-37.6% | $2,819-50.5% | $2,427-42.5% |
| Participant deferral / active EE | $3,093 | $3,823-19.1% | $4,398-29.7% | $4,046-23.6% |
| Admin fee / account holder | $8 | $523-98.5% | $7,407-99.9% | $626-98.8% |