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 7-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 27 · EIN 35-2552359 | Advisory (Plan) | $25,671 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,769 |
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 | $31,608 | $41,647-24.1% | $96,139-67.1% | $86,799-63.6% |
| Participation rate | 56.0% | 50.2%+5.8pp | 68.4%-12.4pp | 72.3%-16.3pp |
| Annual return | 30.22% | 27.24%+3.0pp | 191.94%-161.7pp | 97.91%-67.7pp |
| Employer contribution / active EE | $1,257 | $1,318-4.6% | $2,797-55.1% | $2,405-47.8% |
| Participant deferral / active EE | $2,520 | $2,412+4.4% | $4,349-42.1% | $4,131-39.0% |
| Admin fee / account holder | $91 | $169-46.1% | $5,537-98.4% | $170-46.2% |