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 | -$11,509 |
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 | $84,041 | $65,061+29.2% | $143,757-41.5% | $66,914+25.6% |
| Participation rate | 58.2% | 65.2%-6.9pp | 80.3%-22.1pp | 69.8%-11.6pp |
| Annual return | -18.68% | -11.14%-7.5pp | -0.04%-18.6pp | 1.58%-20.3pp |
| Employer contribution / active EE | $2,148 | $2,361-9.0% | $4,951-56.6% | $2,544-15.6% |
| Participant deferral / active EE | $3,332 | $2,919+14.1% | $5,637-40.9% | $4,237-21.4% |
| Admin fee / account holder | -$78 | $502-115.5% | $14,673-100.5% | $593-113.1% |