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 | $16,513 |
Service code 37 · EIN 04-2647786 | Loan Processing | $713 |
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 | $45,839 | $26,549+72.7% | $61,373-25.3% | $66,914-31.5% |
| Participation rate | 51.4% | 38.1%+13.3pp | 52.6%-1.2pp | 69.8%-18.4pp |
| Annual return | -15.73% | -16.21%+0.5pp | 338.61%-354.3pp | 1.58%-17.3pp |
| Employer contribution / active EE | $938 | $651+44.0% | $1,159-19.1% | $2,544-63.1% |
| Participant deferral / active EE | $2,481 | $1,338+85.4% | $2,125+16.7% | $4,237-41.5% |
| Admin fee / account holder | $5 | $409-98.8% | $2,130-99.8% | $593-99.2% |