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 | $27,822 |
Service code 27 · EIN 36-4906731 | Advisory (Plan) | $16,302 |
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 | $45,531 | $93,182-51.1% | $146,665-69.0% | $79,386-42.6% |
| Participation rate | 52.6% | 76.4%-23.8pp | 80.1%-27.4pp | 70.7%-18.1pp |
| Annual return | 14.66% | 21.61%-6.9pp | 22.74%-8.1pp | 116.85%-102.2pp |
| Employer contribution / active EE | $1,279 | $2,420-47.1% | $4,136-69.1% | $2,427-47.3% |
| Participant deferral / active EE | $4,283 | $4,169+2.7% | $5,506-22.2% | $4,046+5.9% |
| Admin fee / account holder | $285 | $585-51.3% | $10,280-97.2% | $626-54.6% |