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 6-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 | $18,283 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,338 | $159,901-12.9% | $146,958-5.2% | $145,922-4.5% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 14.16% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,471 | $5,286-34.3% | $4,933-29.6% | $4,660-25.5% |
| Participant deferral / active EE | $13,949 | $8,428+65.5% | $8,070+72.9% | $6,688+108.6% |
| Admin fee / account holder | $183 | $15,044-98.8% | $12,998-98.6% | $13,397-98.6% |