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) | $30,724 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,091 |
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 | $26,944 | $34,677-22.3% | $77,024-65.0% | $64,808-58.4% |
| Participation rate | 53.7% | 49.8%+3.8pp | 67.9%-14.3pp | 71.5%-17.8pp |
| Annual return | -15.99% | -5.33%-10.7pp | 42.32%-58.3pp | 32.82%-48.8pp |
| Employer contribution / active EE | $1,529 | $1,370+11.6% | $2,812-45.6% | $2,506-39.0% |
| Participant deferral / active EE | $2,787 | $2,556+9.0% | $4,426-37.0% | $4,310-35.4% |
| Admin fee / account holder | $98 | $179-44.9% | $5,425-98.2% | $188-47.7% |