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 | $37,189 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $27,974 |
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 | $46,033 | $56,638-18.7% | $169,368-72.8% | $74,419-38.1% |
| Participation rate | 64.6% | 67.5%-3.0pp | 77.1%-12.6pp | 70.7%-6.2pp |
| Annual return | 13.46% | 24.75%-11.3pp | 405.60%-392.1pp | 34.38%-20.9pp |
| Employer contribution / active EE | $1,328 | $2,027-34.5% | $4,013-66.9% | $2,637-49.6% |
| Participant deferral / active EE | $2,262 | $4,223-46.4% | $6,221-63.6% | $4,528-50.0% |
| Admin fee / account holder | $228 | $307-25.7% | $9,003-97.5% | $348-34.5% |