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 |
|---|---|---|
ASSUREDPARTNERS CAPITAL INC2 years Service code 27 · EIN 45-2712335 | Advisory (Plan) | $21,801 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,867 |
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 | $64,233 | $48,750+31.8% | $88,946-27.8% | $74,304-13.6% |
| Participation rate | 52.8% | 44.5%+8.3pp | 68.8%-16.0pp | 60.3%-7.5pp |
| Annual return | 13.28% | 25.91%-12.6pp | 57.82%-44.5pp | 29.43%-16.2pp |
| Employer contribution / active EE | $1,520 | $1,255+21.1% | $2,555-40.5% | $2,241-32.2% |
| Participant deferral / active EE | $2,952 | $2,423+21.8% | $4,581-35.6% | $3,767-21.6% |
| Admin fee / account holder | $278 | $3,756-92.6% | $8,261-96.6% | $2,969-90.7% |