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 | $42,501 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,427 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,725 | $94,833-76.0% | $75,696-70.0% | $86,799-73.8% |
| Participation rate | 59.9% | 79.1%-19.3pp | 74.8%-15.0pp | 72.3%-12.4pp |
| Annual return | 29.82% | 16.91%+12.9pp | 104.53%-74.7pp | 97.91%-68.1pp |
| Employer contribution / active EE | $1,966 | $2,904-32.3% | $2,743-28.3% | $2,405-18.2% |
| Participant deferral / active EE | $2,064 | $3,632-43.2% | $3,821-46.0% | $4,131-50.0% |
| Admin fee / account holder | $170 | $109+56.5% | $3,619-95.3% | $170+0.3% |