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 | $32,687 |
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 | $59,550 | $68,346-12.9% | $94,646-37.1% | $75,163-20.8% |
| Participation rate | 88.0% | 76.1%+11.9pp | 80.8%+7.2pp | 67.2%+20.8pp |
| Annual return | 19.73% | 616.93%-597.2pp | 156.71%-137.0pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,326 | $2,701-13.9% | $3,672-36.7% | $2,670-12.9% |
| Participant deferral / active EE | $8,400 | $6,537+28.5% | $7,418+13.2% | $4,125+103.6% |
| Admin fee / account holder | $117 | $5,326-97.8% | $7,231-98.4% | $5,651-97.9% |