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 | $43,543 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $24,497 |
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.
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 | $20,920 | $79,124-73.6% | $60,874-65.6% | $64,808-67.7% |
| Participation rate | 55.6% | 77.7%-22.1pp | 73.1%-17.5pp | 71.5%-15.8pp |
| Annual return | -17.60% | -7.13%-10.5pp | 16.90%-34.5pp | 32.82%-50.4pp |
| Employer contribution / active EE | $1,865 | $3,050-38.9% | $2,701-31.0% | $2,506-25.6% |
| Participant deferral / active EE | $2,038 | $3,725-45.3% | $3,817-46.6% | $4,310-52.7% |
| Admin fee / account holder | $181 | $106+71.3% | $3,224-94.4% | $188-3.6% |