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 | $41,443 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,156 |
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 | $36,126 | $44,764-19.3% | $68,791-47.5% | $64,808-44.3% |
| Participation rate | 54.9% | 64.8%-9.9pp | 69.0%-14.1pp | 71.5%-16.6pp |
| Annual return | -14.65% | -10.91%-3.7pp | -6.38%-8.3pp | 32.82%-47.5pp |
| Employer contribution / active EE | $1,100 | $1,775-38.0% | $2,655-58.6% | $2,506-56.1% |
| Participant deferral / active EE | $2,047 | $3,238-36.8% | $3,941-48.1% | $4,310-52.5% |
| Admin fee / account holder | $14 | $151-90.6% | $4,932-99.7% | $188-92.4% |