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 | $296,568 |
CROWE LLP6 years Service code 16 · EIN 35-0921680 | Consulting | $11,705 |
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 | $17,668 | $63,321-72.1% | $68,791-74.3% | $77,904-77.3% |
| Participation rate | 84.6% | 71.1%+13.5pp | 69.0%+15.6pp | 73.7%+10.9pp |
| Annual return | -16.19% | -6.50%-9.7pp | -6.38%-9.8pp | 12.21%-28.4pp |
| Employer contribution / active EE | $1,894 | $2,794-32.2% | $2,655-28.7% | $2,848-33.5% |
| Participant deferral / active EE | $2,499 | $4,029-38.0% | $3,941-36.6% | $4,806-48.0% |
| Admin fee / account holder | $70 | $104-32.4% | $4,932-98.6% | $133-46.8% |