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 | $36,981+1.8% | $69,701-46.0% | $77,671-51.5% |
| Participation rate | 68.8% | 64.2%+4.7pp | 66.4%+2.4pp | 70.6%-1.7pp |
| Annual return | 19.01% | 29.30%-10.3pp | 100.32%-81.3pp | 31.21%-12.2pp |
| Employer contribution / active EE | $2,139 | $1,267+68.8% | $1,713+24.8% | $2,726-21.6% |
| Participant deferral / active EE | $3,521 | $2,750+28.0% | $2,887+22.0% | $4,648-24.2% |
| Admin fee / account holder | $129 | $511-74.8% | $4,717-97.3% | $430-70.1% |