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 | $43,435 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $42,999 |
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 | $73,935 | $47,126+56.9% | $149,673-50.6% | $74,419-0.6% |
| Participation rate | 66.4% | 63.4%+3.0pp | 78.8%-12.4pp | 70.7%-4.3pp |
| Annual return | 16.84% | 22.75%-5.9pp | 134.42%-117.6pp | 34.38%-17.5pp |
| Employer contribution / active EE | $2,049 | $1,905+7.5% | $4,818-57.5% | $2,637-22.3% |
| Participant deferral / active EE | $4,336 | $2,728+59.0% | $5,680-23.7% | $4,528-4.2% |
| Admin fee / account holder | $268 | $343-21.9% | $13,210-98.0% | $348-23.0% |