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 5-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 | $29,428 |
ZOMMA GROUP LLP1 year Service code 10 · EIN 65-0715836 | Accounting | $15,000 |
UBS FINANCIAL SERVICES INC4 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $7,977 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $28,643 | $122,186-76.6% | $146,958-80.5% | $199,593-85.6% |
| Participation rate | 68.0% | 78.3%-10.3pp | 82.2%-14.2pp | 72.0%-4.0pp |
| Annual return | 15.90% | 30.56%-14.7pp | 418.34%-402.4pp | 34.25%-18.3pp |
| Employer contribution / active EE | $443 | $4,093-89.2% | $4,933-91.0% | $3,034-85.4% |
| Participant deferral / active EE | $3,978 | $8,502-53.2% | $8,070-50.7% | $5,087-21.8% |
| Admin fee / account holder | $79 | $179-56.0% | $12,998-99.4% | $269-70.8% |