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 55 · EIN 35-2552359 | Other Commissions | $18,820 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,140 | $84,936-36.3% | $111,297-51.4% | $79,386-31.8% |
| Participation rate | 69.5% | 75.9%-6.3pp | 77.3%-7.8pp | 70.7%-1.2pp |
| Annual return | 33.74% | 17.45%+16.3pp | 54.65%-20.9pp | 116.85%-83.1pp |
| Employer contribution / active EE | $1,645 | $1,979-16.9% | $2,731-39.8% | $2,427-32.2% |
| Participant deferral / active EE | $3,188 | $3,888-18.0% | $4,487-29.0% | $4,046-21.2% |
| Admin fee / account holder | $7 | $537-98.6% | $7,964-99.9% | $626-98.8% |