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 | $43,767 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,469 |
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 | $41,625 | $58,347-28.7% | $85,682-51.4% | $86,799-52.0% |
| Participation rate | 54.2% | 64.9%-10.7pp | 69.9%-15.7pp | 72.3%-18.1pp |
| Annual return | 13.19% | 18.43%-5.2pp | 21.49%-8.3pp | 97.91%-84.7pp |
| Employer contribution / active EE | $924 | $1,751-47.2% | $2,618-64.7% | $2,405-61.6% |
| Participant deferral / active EE | $1,660 | $3,065-45.8% | $3,923-57.7% | $4,131-59.8% |
| Admin fee / account holder | $10 | $147-93.5% | $6,873-99.9% | $170-94.4% |