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 | $938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $21,001 | $65,409-67.9% | $98,442-78.7% | $85,850-75.5% |
| Participation rate | 31.6% | 65.0%-33.4pp | 73.3%-41.8pp | 69.3%-37.7pp |
| Annual return | 10.03% | 21.76%-11.7pp | 1492.73%-1482.7pp | 318.53%-308.5pp |
| Employer contribution / active EE | $338 | $2,168-84.4% | $2,960-88.6% | $2,565-86.8% |
| Participant deferral / active EE | $924 | $3,166-70.8% | $4,276-78.4% | $3,952-76.6% |
| Admin fee / account holder | $27 | $4,593-99.4% | $5,949-99.5% | $6,260-99.6% |