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 3-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 49 · EIN 71-0294708 | Other Services | $19,251 |
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 | $72,111 | $62,544+15.3% | $129,207-44.2% | $199,593-63.9% |
| Participation rate | 21.7% | 56.8%-35.1pp | 69.6%-47.9pp | 72.0%-50.3pp |
| Annual return | 83.00% | 16.95%+66.1pp | 9417.33%-9334.3pp | 34.25%+48.8pp |
| Employer contribution / active EE | $594 | $2,394-75.2% | $4,153-85.7% | $3,034-80.4% |
| Participant deferral / active EE | $2,235 | $3,123-28.5% | $4,168-46.4% | $5,087-56.1% |
| Admin fee / account holder | $65 | $167-60.9% | $7,715-99.2% | $269-75.7% |