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 38-1961943 | Other Commissions | $6,239 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,919 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $64,060 | $70,908-9.7% | $98,907-35.2% | $73,488-12.8% |
| Participation rate | 23.4% | 73.8%-50.4pp | 76.0%-52.6pp | 70.7%-47.3pp |
| Annual return | 16.06% | 34.17%-18.1pp | 196.43%-180.4pp | 28.51%-12.5pp |
| Employer contribution / active EE | $695 | $2,036-65.9% | $2,689-74.1% | $2,270-69.4% |
| Participant deferral / active EE | $1,236 | $3,500-64.7% | $4,244-70.9% | $3,740-67.0% |
| Admin fee / account holder | $37 | $535-93.1% | $6,642-99.4% | $513-92.8% |