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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $66,303 |
THOMPSON HINE2+ years Service code 29 · EIN 34-0575300 | Legal | $64,739 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $32,831 |
GRANT THORNTON LLP1 year Filed as: GRANT THORTON Service code 10 · EIN 36-6055558 | Accounting | $23,759 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,318 | $47,202-42.1% | $93,606-70.8% | $99,062-72.4% |
| Participation rate | 62.1% | 57.3%+4.8pp | 68.7%-6.6pp | 71.6%-9.5pp |
| Annual return | 14.13% | 13.08%+1.0pp | 133.20%-119.1pp | 17.66%-3.5pp |
| Employer contribution / active EE | $223 | $1,134-80.3% | $2,420-90.8% | $3,262-93.2% |
| Participant deferral / active EE | $1,724 | $2,296-24.9% | $4,411-60.9% | $5,331-67.7% |
| Admin fee / account holder | $51 | $86-40.2% | $8,285-99.4% | $109-52.9% |