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 | $59,157 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $51,242 |
MAYER HOFFMAN MCCANN P.C.7+ years Service code 10 · EIN 43-1947695 | Accounting | $12,500 |
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 | $82,516 | $114,195-27.7% | $106,548-22.6% | $93,030-11.3% |
| Participation rate | 52.9% | 86.4%-33.5pp | 76.1%-23.3pp | 73.9%-21.1pp |
| Annual return | 17.31% | 22.18%-4.9pp | 26.80%-9.5pp | 158.70%-141.4pp |
| Employer contribution / active EE | $1,241 | $4,009-69.0% | $2,819-56.0% | $2,706-54.1% |
| Participant deferral / active EE | $2,569 | $5,908-56.5% | $4,398-41.6% | $4,562-43.7% |
| Admin fee / account holder | $165 | $105+57.5% | $7,407-97.8% | $152+8.8% |