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 5-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 | $110,023 |
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 | $7,779 | $53,199-85.4% | $155,567-95.0% | $199,768-96.1% |
| Participation rate | 82.2% | 64.1%+18.1pp | 78.2%+4.0pp | 72.0%+10.2pp |
| Annual return | 34.81% | 41.17%-6.4pp | 64.74%-29.9pp | 34.26%+0.5pp |
| Employer contribution / active EE | $633 | $1,852-65.8% | $4,674-86.5% | $3,037-79.2% |
| Participant deferral / active EE | $2,751 | $3,163-13.0% | $5,628-51.1% | $5,090-45.9% |
| Admin fee / account holder | $66 | $186-64.6% | $15,916-99.6% | $269-75.6% |