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 | $150 |
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 | $141,462 | $93,182+51.8% | $146,665-3.5% | $79,386+78.2% |
| Participation rate | 54.0% | 76.4%-22.5pp | 80.1%-26.1pp | 70.7%-16.7pp |
| Annual return | 12.87% | 21.61%-8.7pp | 22.74%-9.9pp | 116.85%-104.0pp |
| Employer contribution / active EE | $810 | $2,420-66.5% | $4,136-80.4% | $2,427-66.6% |
| Participant deferral / active EE | $5,072 | $4,169+21.7% | $5,506-7.9% | $4,046+25.4% |
| Admin fee / account holder | $2 | $585-99.7% | $10,280-100.0% | $626-99.7% |