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 9-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 | $14,522 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $8,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,468 | $69,823-57.8% | $77,163-61.8% | $74,419-60.4% |
| Participation rate | 40.1% | 70.0%-29.9pp | 69.6%-29.5pp | 70.7%-30.7pp |
| Annual return | 16.41% | 19.98%-3.6pp | 37.87%-21.5pp | 34.38%-18.0pp |
| Employer contribution / active EE | $774 | $2,150-64.0% | $2,535-69.5% | $2,637-70.6% |
| Participant deferral / active EE | $645 | $3,558-81.9% | $3,833-83.2% | $4,528-85.7% |
| Admin fee / account holder | $133 | $398-66.5% | $5,472-97.6% | $348-61.7% |