Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $39,506 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $25,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,368 | $45,031-21.5% | $85,009-58.4% | $77,671-54.5% |
| Participation rate | 68.8% | 48.7%+20.1pp | 67.5%+1.2pp | 70.6%-1.8pp |
| Annual return | 9.56% | 79.22%-69.7pp | 66.47%-56.9pp | 31.21%-21.6pp |
| Employer contribution / active EE | $0 | $1,609-100.0% | $2,728-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,324 | $2,807-17.2% | $4,522-48.6% | $4,648-50.0% |
| Admin fee / account holder | $189 | $912-79.3% | $6,153-96.9% | $430-56.2% |