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 | $7,170 |
Service code 16 · EIN 85-3439612 | Consulting | $6,744 |
HM CAPITAL MANAGEMEN7 years Service code 16 · EIN 20-3287389 | Consulting | $6,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,993 | $47,898+37.8% | $117,472-43.8% | $64,808+1.8% |
| Participation rate | 55.2% | 61.9%-6.7pp | 70.6%-15.4pp | 71.5%-16.2pp |
| Annual return | -17.00% | -15.54%-1.5pp | 29.74%-46.7pp | 32.82%-49.8pp |
| Employer contribution / active EE | $995 | $1,774-43.9% | $4,176-76.2% | $2,506-60.3% |
| Participant deferral / active EE | $3,765 | $3,151+19.5% | $4,070-7.5% | $4,310-12.7% |
| Admin fee / account holder | $105 | $132-20.4% | $5,645-98.1% | $188-44.1% |