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 | $11,486 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $11,375 |
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 | $58,745 | $76,670-23.4% | $96,683-39.2% | $71,457-17.8% |
| Participation rate | 36.6% | 66.6%-30.0pp | 74.3%-37.7pp | 67.9%-31.3pp |
| Annual return | 23.57% | 48.29%-24.7pp | 35.69%-12.1pp | 28.85%-5.3pp |
| Employer contribution / active EE | $1,062 | $3,031-65.0% | $3,737-71.6% | $2,588-58.9% |
| Participant deferral / active EE | $2,044 | $3,771-45.8% | $4,878-58.1% | $4,289-52.3% |
| Admin fee / account holder | $202 | $2,028-90.0% | $6,730-97.0% | $1,587-87.3% |