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 | $28,577 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR & CO. Service code 27 · EIN 36-2214610 | Advisory (Plan) | $21,677 |
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 | $34,912 | $29,546+18.2% | $56,441-38.1% | $77,671-55.1% |
| Participation rate | 32.9% | 32.7%+0.2pp | 52.5%-19.6pp | 70.6%-37.7pp |
| Annual return | 14.66% | 19.01%-4.4pp | 1704.21%-1689.6pp | 31.21%-16.6pp |
| Employer contribution / active EE | $819 | $568+44.2% | $1,039-21.1% | $2,726-69.9% |
| Participant deferral / active EE | $1,346 | $1,061+26.8% | $1,953-31.1% | $4,648-71.0% |
| Admin fee / account holder | $278 | $1,046-73.4% | $2,829-90.2% | $430-35.4% |