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 | $28,561 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,838 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,118 | $84,948-78.7% | $70,449-74.3% | $73,409-75.3% |
| Participation rate | 62.1% | 79.9%-17.9pp | 75.1%-13.0pp | 72.2%-10.1pp |
| Annual return | 16.93% | 13.39%+3.5pp | 109.03%-92.1pp | 59.29%-42.4pp |
| Employer contribution / active EE | $1,794 | $2,834-36.7% | $2,737-34.4% | $2,234-19.7% |
| Participant deferral / active EE | $1,766 | $3,387-47.9% | $3,709-52.4% | $3,805-53.6% |
| Admin fee / account holder | $130 | $98+32.8% | $3,845-96.6% | $158-17.5% |