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 | $46,700 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $45,476 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $60,813 | $46,292+31.4% | $143,757-57.7% | $64,808-6.2% |
| Participation rate | 59.0% | 64.2%-5.2pp | 80.3%-21.3pp | 71.5%-12.5pp |
| Annual return | -17.60% | -10.05%-7.6pp | -0.04%-17.6pp | 32.82%-50.4pp |
| Employer contribution / active EE | $1,553 | $1,910-18.7% | $4,951-68.6% | $2,506-38.0% |
| Participant deferral / active EE | $3,441 | $2,646+30.0% | $5,637-39.0% | $4,310-20.2% |
| Admin fee / account holder | $271 | $154+76.0% | $14,673-98.2% | $188+44.1% |