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 | $950 |
WEBSTER BANK1+ years Service code 61 185 ASYLUM STREET · HARTFORD, CT 06103 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,453 | $50,464+138.7% | $75,781+58.9% | $52,331+130.2% |
| Participation rate | 50.6% | 66.8%-16.2pp | 75.8%-25.2pp | 68.1%-17.5pp |
| Annual return | 2.60% | 1.03%+1.6pp | 9.68%-7.1pp | 4.54%-1.9pp |
| Employer contribution / active EE | $642 | $1,988-67.7% | $3,323-80.7% | $1,882-65.9% |
| Participant deferral / active EE | $4,308 | $2,570+67.6% | $3,651+18.0% | $3,022+42.6% |
| Admin fee / account holder | $8 | $1,103-99.3% | $5,299-99.8% | $592-98.6% |