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 | $51,246 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $29,954 |
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 | $53,802 | $30,086+78.8% | $61,373-12.3% | $64,808-17.0% |
| Participation rate | 51.3% | 36.4%+14.9pp | 52.6%-1.3pp | 71.5%-20.2pp |
| Annual return | -15.77% | -13.99%-1.8pp | 338.61%-354.4pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,119 | $536+108.6% | $1,159-3.5% | $2,506-55.4% |
| Participant deferral / active EE | $2,242 | $1,126+99.2% | $2,125+5.5% | $4,310-48.0% |
| Admin fee / account holder | $300 | $148+102.3% | $2,130-85.9% | $188+59.6% |