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 | $20,273 |
Service code 37 · EIN 04-2647786 | Loan Processing | $919 |
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 | $57,450 | $86,929-33.9% | $102,423-43.9% | $80,856-28.9% |
| Participation rate | 66.0% | 72.4%-6.4pp | 76.5%-10.5pp | 67.6%-1.7pp |
| Annual return | 27.88% | 18.88%+9.0pp | 29.32%-1.4pp | 35.59%-7.7pp |
| Employer contribution / active EE | $1,898 | $2,369-19.9% | $3,023-37.2% | $2,755-31.1% |
| Participant deferral / active EE | $3,981 | $4,118-3.3% | $5,053-21.2% | $4,296-7.3% |
| Admin fee / account holder | $7 | $8,049-99.9% | $9,451-99.9% | $6,918-99.9% |