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 4-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 | $2,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,531 | $47,126-71.3% | $149,673-91.0% | $74,419-81.8% |
| Participation rate | 42.1% | 63.4%-21.3pp | 78.8%-36.6pp | 70.7%-28.6pp |
| Annual return | 25.20% | 22.75%+2.4pp | 134.42%-109.2pp | 34.38%-9.2pp |
| Employer contribution / active EE | $432 | $1,905-77.3% | $4,818-91.0% | $2,637-83.6% |
| Participant deferral / active EE | $1,455 | $2,728-46.7% | $5,680-74.4% | $4,528-67.9% |
| Admin fee / account holder | $17 | $343-94.9% | $13,210-99.9% | $348-95.0% |