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 | $61,955 |
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 | $10,694 | $92,971-88.5% | $96,683-88.9% | $74,419-85.6% |
| Participation rate | 98.4% | 71.5%+26.9pp | 74.3%+24.1pp | 70.7%+27.7pp |
| Annual return | 19.32% | 37.49%-18.2pp | 35.69%-16.4pp | 34.38%-15.1pp |
| Employer contribution / active EE | $2,765 | $3,426-19.3% | $3,737-26.0% | $2,637+4.8% |
| Participant deferral / active EE | $1,226 | $3,970-69.1% | $4,878-74.9% | $4,528-72.9% |
| Admin fee / account holder | $51 | $633-92.0% | $6,730-99.2% | $348-85.4% |