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 | $46,714 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $32,724 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $28,796 | $91,762-68.6% | $67,502-57.3% | $77,643-62.9% |
| Participation rate | 39.7% | 75.9%-36.2pp | 72.9%-33.2pp | 70.6%-30.9pp |
| Annual return | 22.05% | 14.87%+7.2pp | 3512.12%-3490.1pp | 31.24%-9.2pp |
| Employer contribution / active EE | $1,401 | $3,181-55.9% | $2,731-48.7% | $2,726-48.6% |
| Participant deferral / active EE | $1,703 | $3,903-56.4% | $4,000-57.4% | $4,647-63.4% |
| Admin fee / account holder | $167 | $176-5.2% | $3,998-95.8% | $430-61.2% |