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 | $1,275 |
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.
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 | $22,293 | $66,528-66.5% | $86,874-74.3% | $86,799-74.3% |
| Participation rate | 67.4% | 72.4%-4.9pp | 71.6%-4.2pp | 72.3%-4.8pp |
| Annual return | 16.13% | 19.56%-3.4pp | 63.52%-47.4pp | 97.91%-81.8pp |
| Employer contribution / active EE | $1,062 | $2,007-47.1% | $2,495-57.4% | $2,405-55.8% |
| Participant deferral / active EE | $812 | $3,240-74.9% | $3,699-78.0% | $4,131-80.3% |
| Admin fee / account holder | $10 | $148-93.2% | $5,828-99.8% | $170-94.1% |