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 | $375 |
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 | $168,225 | $77,660+116.6% | $109,143+54.1% | $79,386+111.9% |
| Participation rate | 50.0% | 67.8%-17.8pp | 75.9%-25.9pp | 70.7%-20.7pp |
| Annual return | 17.24% | 23.44%-6.2pp | 25.75%-8.5pp | 116.85%-99.6pp |
| Employer contribution / active EE | $0 | $2,797-100.0% | $3,722-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,868 | $3,518+10.0% | $4,653-16.9% | $4,046-4.4% |
| Admin fee / account holder | $4 | $732-99.5% | $6,752-99.9% | $626-99.4% |