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 | $144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,458 | $86,286-11.4% | $111,297-31.3% | $85,850-10.9% |
| Participation rate | 31.7% | 73.3%-41.6pp | 77.3%-45.6pp | 69.3%-37.6pp |
| Annual return | 18.35% | 19.99%-1.6pp | 54.65%-36.3pp | 318.53%-300.2pp |
| Employer contribution / active EE | $432 | $2,043-78.9% | $2,731-84.2% | $2,565-83.2% |
| Participant deferral / active EE | $2,358 | $3,641-35.2% | $4,487-47.5% | $3,952-40.3% |
| Admin fee / account holder | $2 | $8,188-100.0% | $7,964-100.0% | $6,260-100.0% |