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 | $55,192 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $6,000 |
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 | $37,635 | $36,806+2.3% | $69,647-46.0% | $77,643-51.5% |
| Participation rate | 68.8% | 64.4%+4.5pp | 66.5%+2.4pp | 70.6%-1.7pp |
| Annual return | 19.01% | 38.81%-19.8pp | 100.48%-81.5pp | 31.24%-12.2pp |
| Employer contribution / active EE | $2,139 | $1,257+70.1% | $1,712+24.9% | $2,726-21.5% |
| Participant deferral / active EE | $3,521 | $2,738+28.6% | $2,886+22.0% | $4,647-24.2% |
| Admin fee / account holder | $129 | $507-74.6% | $4,713-97.3% | $430-70.1% |