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 9-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 | $13,193 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,307 | $37,044-50.6% | $71,796-74.5% | $57,658-68.2% |
| Participation rate | 83.6% | 61.1%+22.5pp | 69.1%+14.5pp | 70.2%+13.4pp |
| Annual return | 0.00% | 12.64%-12.6pp | 78.04%-78.0pp | 5.13%-5.1pp |
| Employer contribution / active EE | $150 | $720-79.1% | $1,924-92.2% | $1,974-92.4% |
| Participant deferral / active EE | $846 | $1,974-57.1% | $2,794-69.7% | $3,061-72.4% |
| Admin fee / account holder | $33 | $101-67.5% | $4,815-99.3% | $95-65.3% |