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 10-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 | $63,937 |
Participant contribution per participant 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 | $9,625 | $106,236-90.9% | $112,228-91.4% | $64,808-85.1% |
| Participation rate | 97.4% | 71.7%+25.8pp | 75.1%+22.4pp | 71.5%+26.0pp |
| Annual return | -16.37% | -6.02%-10.4pp | 27.45%-43.8pp | 32.82%-49.2pp |
| Employer contribution / active EE | $3,117 | $3,166-1.6% | $3,635-14.3% | $2,506+24.4% |
| Participant deferral / active EE | $1,537 | $3,785-59.4% | $4,728-67.5% | $4,310-64.3% |
| Admin fee / account holder | $61 | $452-86.6% | $6,410-99.1% | $188-67.7% |