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 | $1,206 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,428 | $26,549+541.9% | $61,373+177.7% | $66,914+154.7% |
| Participation rate | 25.9% | 38.1%-12.2pp | 52.6%-26.7pp | 69.8%-44.0pp |
| Annual return | -20.77% | -16.21%-4.6pp | 338.61%-359.4pp | 1.58%-22.4pp |
| Employer contribution / active EE | $745 | $651+14.4% | $1,159-35.7% | $2,544-70.7% |
| Participant deferral / active EE | $1,889 | $1,338+41.1% | $2,125-11.1% | $4,237-55.4% |
| Admin fee / account holder | $26 | $409-93.7% | $2,130-98.8% | $593-95.7% |