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 | $17,785 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,306 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,981 | $76,050-36.9% | $96,544-50.3% | $71,457-32.9% |
| Participation rate | 67.3% | 74.4%-7.1pp | 76.0%-8.6pp | 67.9%-0.6pp |
| Annual return | 10.98% | 22.81%-11.8pp | 25.84%-14.9pp | 28.85%-17.9pp |
| Employer contribution / active EE | $1,921 | $2,244-14.4% | $2,965-35.2% | $2,588-25.7% |
| Participant deferral / active EE | $4,092 | $4,215-2.9% | $4,851-15.7% | $4,289-4.6% |
| Admin fee / account holder | $8 | $2,707-99.7% | $8,252-99.9% | $1,587-99.5% |