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 | $87,776 |
Service code 27 · EIN 45-5608425 | Advisory (Plan) | $50,000 |
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 | $122,113 | $2,679,533-95.4% | $164,813-25.9% | $199,593-38.8% |
| Participation rate | 38.0% | 78.3%-40.3pp | 78.6%-40.6pp | 72.0%-34.0pp |
| Annual return | 16.06% | 17.93%-1.9pp | 69.93%-53.9pp | 34.25%-18.2pp |
| Employer contribution / active EE | $1,856 | $2,970-37.5% | $4,341-57.2% | $3,034-38.8% |
| Participant deferral / active EE | $4,109 | $5,010-18.0% | $6,031-31.9% | $5,087-19.2% |
| Admin fee / account holder | $88 | $1,982-95.6% | $12,690-99.3% | $269-67.4% |