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 | $7,712 |
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 | $16,211 | $92,055-82.4% | $106,213-84.7% | $77,643-79.1% |
| Participation rate | 87.2% | 81.0%+6.1pp | 75.3%+11.9pp | 70.6%+16.6pp |
| Annual return | 12.48% | 17.91%-5.4pp | 116.14%-103.7pp | 31.24%-18.8pp |
| Employer contribution / active EE | $1,675 | $3,367-50.3% | $3,171-47.2% | $2,726-38.6% |
| Participant deferral / active EE | $3,650 | $5,386-32.2% | $5,016-27.2% | $4,647-21.5% |
| Admin fee / account holder | $25 | $219-88.6% | $11,033-99.8% | $430-94.2% |