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 | $6,106 |
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 | $16,764 | $79,171-78.8% | $102,423-83.6% | $74,495-77.5% |
| Participation rate | 96.8% | 74.8%+22.0pp | 76.5%+20.3pp | 67.2%+29.6pp |
| Annual return | 11.58% | 54.93%-43.4pp | 29.32%-17.7pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,648 | $2,362-30.2% | $3,023-45.5% | $2,623-37.2% |
| Participant deferral / active EE | $3,166 | $4,415-28.3% | $5,053-37.3% | $4,346-27.2% |
| Admin fee / account holder | $33 | $2,001-98.4% | $9,451-99.7% | $1,942-98.3% |