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 | $2,706 |
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 | $14,093 | $71,516-80.3% | $98,439-85.7% | $71,457-80.3% |
| Participation rate | 93.0% | 72.7%+20.3pp | 75.2%+17.9pp | 67.9%+25.1pp |
| Annual return | 22.99% | 32.41%-9.4pp | 21.16%+1.8pp | 28.85%-5.9pp |
| Employer contribution / active EE | $1,892 | $2,399-21.1% | $3,048-37.9% | $2,588-26.9% |
| Participant deferral / active EE | $3,721 | $4,109-9.4% | $4,738-21.5% | $4,289-13.2% |
| Admin fee / account holder | $10 | $1,675-99.4% | $8,948-99.9% | $1,587-99.4% |