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 | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $54,901 | $59,159-7.2% | $159,960-65.7% | $66,914-18.0% |
| Participation rate | 67.2% | 68.1%-1.0pp | 78.0%-10.8pp | 69.8%-2.6pp |
| Annual return | -17.00% | -12.26%-4.7pp | 408.60%-425.6pp | 1.58%-18.6pp |
| Employer contribution / active EE | $181 | $1,983-90.9% | $4,226-95.7% | $2,544-92.9% |
| Participant deferral / active EE | $8,210 | $4,395+86.8% | $6,182+32.8% | $4,237+93.8% |
| Admin fee / account holder | $1 | $591-99.8% | $8,698-100.0% | $593-99.8% |