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 | $15,206 |
Service code 37 · EIN 04-2647786 | Loan Processing | $438 |
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 | $55,454 | $39,286+41.2% | $80,716-31.3% | $79,386-30.1% |
| Participation rate | 54.5% | 41.0%+13.5pp | 54.2%+0.3pp | 70.7%-16.3pp |
| Annual return | 19.36% | 98.95%-79.6pp | 87.28%-67.9pp | 116.85%-97.5pp |
| Employer contribution / active EE | $998 | $594+68.0% | $1,160-14.0% | $2,427-58.9% |
| Participant deferral / active EE | $2,691 | $1,264+113.0% | $2,146+25.4% | $4,046-33.5% |
| Admin fee / account holder | $3 | $647-99.5% | $3,380-99.9% | $626-99.5% |