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 3-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 | $20,048 |
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 | $5,845 | $62,544-90.7% | $129,207-95.5% | $199,593-97.1% |
| Participation rate | 71.8% | 56.8%+15.0pp | 69.6%+2.1pp | 72.0%-0.2pp |
| Annual return | 24.65% | 16.95%+7.7pp | 9417.33%-9392.7pp | 34.25%-9.6pp |
| Employer contribution / active EE | $1,157 | $2,394-51.7% | $4,153-72.2% | $3,034-61.9% |
| Participant deferral / active EE | $1,782 | $3,123-43.0% | $4,168-57.2% | $5,087-65.0% |
| Admin fee / account holder | $22 | $167-86.7% | $7,715-99.7% | $269-91.8% |