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 |
|---|---|---|
NAVIGATE FINANCIAL LLC1 year Service code 27 · EIN 92-3881045 | Advisory (Plan) | $26,582 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,925 |
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.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,657 | $101,317-41.1% | $146,958-59.4% | $74,495-19.9% |
| Participation rate | 63.4% | 75.5%-12.2pp | 82.2%-18.8pp | 67.2%-3.8pp |
| Annual return | 15.40% | 8730.91%-8715.5pp | 418.34%-402.9pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,352 | $7,303-40.4% | $8,070-46.1% | $4,346+0.1% |
| Admin fee / account holder | $261 | $1,739-85.0% | $12,998-98.0% | $1,942-86.6% |