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 27 · EIN 26-0070474 | Advisory (Plan) | $30,414 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,258 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $19,266 | $50,815-62.1% | $155,509-87.6% | $77,643-75.2% |
| Participation rate | 41.8% | 63.1%-21.3pp | 78.2%-36.4pp | 70.6%-28.8pp |
| Annual return | 10.12% | 34.80%-24.7pp | 64.67%-54.6pp | 31.24%-21.1pp |
| Employer contribution / active EE | $582 | $1,993-70.8% | $4,672-87.5% | $2,726-78.7% |
| Participant deferral / active EE | $1,130 | $2,822-60.0% | $5,626-79.9% | $4,647-75.7% |
| Admin fee / account holder | $274 | $437-37.3% | $15,912-98.3% | $430-36.3% |