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 55 · EIN 35-2552359 | Other Commissions | $35,942 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,975 |
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 | $36,095 | $51,288-29.6% | $81,983-56.0% | $73,409-50.8% |
| Participation rate | 57.6% | 64.0%-6.3pp | 69.2%-11.6pp | 72.2%-14.5pp |
| Annual return | 14.20% | 29.48%-15.3pp | 41.31%-27.1pp | 59.29%-45.1pp |
| Employer contribution / active EE | $944 | $1,487-36.5% | $2,498-62.2% | $2,234-57.7% |
| Participant deferral / active EE | $1,468 | $2,715-45.9% | $3,722-60.6% | $3,805-61.4% |
| Admin fee / account holder | $8 | $125-93.7% | $5,664-99.9% | $158-95.0% |