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 6-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 | $13,543 |
CENTRAL TRUST COMPANY1 year Service code 27 · EIN 43-0632950 | Advisory (Plan) | $5,671 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,560 | $73,360-81.5% | $177,989-92.4% | $74,495-81.8% |
| Participation rate | 54.0% | 66.6%-12.6pp | 77.1%-23.1pp | 67.2%-13.2pp |
| Annual return | 13.45% | 17.49%-4.0pp | 294.48%-281.0pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $771 | $2,216-65.2% | $3,949-80.5% | $2,623-70.6% |
| Participant deferral / active EE | $1,844 | $4,513-59.1% | $6,276-70.6% | $4,346-57.6% |
| Admin fee / account holder | $156 | $1,808-91.4% | $10,363-98.5% | $1,942-92.0% |