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 | $4,660 |
Employer 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,332 | $66,528-81.5% | $86,874-85.8% | $86,799-85.8% |
| Participation rate | 85.5% | 72.4%+13.1pp | 71.6%+13.9pp | 72.3%+13.2pp |
| Annual return | 0.00% | 19.56%-19.6pp | 63.52%-63.5pp | 97.91%-97.9pp |
| Employer contribution / active EE | $381 | $2,007-81.0% | $2,495-84.7% | $2,405-84.1% |
| Participant deferral / active EE | $1,746 | $3,240-46.1% | $3,699-52.8% | $4,131-57.7% |
| Admin fee / account holder | $5 | $148-96.5% | $5,828-99.9% | $170-96.9% |