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 | $51,072 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $42,970 |
MAYER HOFFMAN MCCANN P.C.6+ years Service code 16 · EIN 43-1947695 | Consulting | $23,750 |
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 | $82,152 | $105,190-21.9% | $98,907-16.9% | $90,288-9.0% |
| Participation rate | 46.4% | 86.4%-40.0pp | 76.0%-29.7pp | 73.4%-27.0pp |
| Annual return | 19.93% | 18.52%+1.4pp | 196.43%-176.5pp | 53.97%-34.0pp |
| Employer contribution / active EE | $1,094 | $3,831-71.4% | $2,689-59.3% | $2,524-56.7% |
| Participant deferral / active EE | $2,294 | $5,616-59.2% | $4,244-46.0% | $4,232-45.8% |
| Admin fee / account holder | $177 | $97+81.4% | $6,642-97.3% | $114+54.8% |