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 27 · EIN 35-2552359 | Advisory (Plan) | $55,012 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,856 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,163 | $88,480-64.8% | $96,683-67.8% | $80,160-61.1% |
| Participation rate | 60.9% | 79.9%-19.0pp | 74.3%-13.5pp | 72.9%-12.1pp |
| Annual return | 16.66% | 22.53%-5.9pp | 35.69%-19.0pp | 40.38%-23.7pp |
| Employer contribution / active EE | $790 | $4,176-81.1% | $3,737-78.8% | $2,978-73.5% |
| Participant deferral / active EE | $2,238 | $3,959-43.5% | $4,878-54.1% | $5,017-55.4% |
| Admin fee / account holder | $104 | $212-50.7% | $6,730-98.4% | $145-28.0% |