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 | $29,342 |
Service code 27 · EIN 23-0731260 | Advisory (Plan) | $21,589 |
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 | $65,626 | $84,487-22.3% | $125,339-47.6% | $66,914-1.9% |
| Participation rate | 69.0% | 76.4%-7.4pp | 82.4%-13.3pp | 69.8%-0.8pp |
| Annual return | -14.95% | -8.39%-6.6pp | 572.05%-587.0pp | 1.58%-16.5pp |
| Employer contribution / active EE | $2,590 | $3,553-27.1% | $4,814-46.2% | $2,544+1.8% |
| Participant deferral / active EE | $6,892 | $6,781+1.6% | $7,446-7.5% | $4,237+62.7% |
| Admin fee / account holder | $255 | $685-62.8% | $10,010-97.5% | $593-57.1% |