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 | $20,935 |
Service code 27 · EIN 82-1492364 | Advisory (Plan) | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $38,530 | $82,202-53.1% | $125,339-69.3% | $64,808-40.5% |
| Participation rate | 37.9% | 77.9%-40.0pp | 82.4%-44.5pp | 71.5%-33.6pp |
| Annual return | -15.93% | 3.48%-19.4pp | 572.05%-588.0pp | 32.82%-48.7pp |
| Employer contribution / active EE | $1,369 | $3,615-62.1% | $4,814-71.6% | $2,506-45.4% |
| Participant deferral / active EE | $2,631 | $7,175-63.3% | $7,446-64.7% | $4,310-39.0% |
| Admin fee / account holder | $147 | $163-10.1% | $10,010-98.5% | $188-21.8% |