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 | $1,224 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $52,226 | $74,347-29.8% | $93,606-44.2% | $67,579-22.7% |
| Participation rate | 56.3% | 80.6%-24.4pp | 75.8%-19.6pp | 71.3%-15.0pp |
| Annual return | 19.86% | 28.07%-8.2pp | 32.76%-12.9pp | 378.56%-358.7pp |
| Employer contribution / active EE | $669 | $2,583-74.1% | $2,718-75.4% | $2,148-68.8% |
| Participant deferral / active EE | $1,438 | $4,060-64.6% | $4,069-64.7% | $3,539-59.4% |
| Admin fee / account holder | $21 | $123-83.2% | $7,888-99.7% | $142-85.5% |