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 | $1,600 |
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 | $164,348 | $82,978+98.1% | $129,995+26.4% | $71,457+130.0% |
| Participation rate | 56.4% | 74.1%-17.7pp | 78.5%-22.1pp | 67.9%-11.6pp |
| Annual return | 21.96% | 20.60%+1.4pp | -137.18%+159.1pp | 28.85%-6.9pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,677 | $4,432-17.0% | $5,820-36.8% | $4,289-14.3% |
| Admin fee / account holder | $34 | $1,729-98.0% | $10,614-99.7% | $1,587-97.9% |