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 | $229,874 |
CROWE LLP5 years Service code 16 · EIN 35-0921680 | Consulting | $11,150 |
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 | $16,040 | $107,339-85.1% | $85,682-81.3% | $101,517-84.2% |
| Participation rate | 86.0% | 73.0%+13.0pp | 69.9%+16.1pp | 74.6%+11.4pp |
| Annual return | 14.89% | 20.15%-5.3pp | 21.49%-6.6pp | 21.00%-6.1pp |
| Employer contribution / active EE | $1,087 | $3,291-67.0% | $2,618-58.5% | $2,973-63.4% |
| Participant deferral / active EE | $1,812 | $4,375-58.6% | $3,923-53.8% | $4,873-62.8% |
| Admin fee / account holder | $50 | $106-53.3% | $6,873-99.3% | $139-64.4% |