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 8-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 | $100 |
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 | $98,383 | $37,393+163.1% | $77,024+27.7% | $66,914+47.0% |
| Participation rate | 52.3% | 52.9%-0.5pp | 67.9%-15.6pp | 69.8%-17.5pp |
| Annual return | -13.90% | -3.29%-10.6pp | 42.32%-56.2pp | 1.58%-15.5pp |
| Employer contribution / active EE | $437 | $1,531-71.4% | $2,812-84.5% | $2,544-82.8% |
| Participant deferral / active EE | $2,038 | $2,617-22.1% | $4,426-54.0% | $4,237-51.9% |
| Admin fee / account holder | $1 | $567-99.8% | $5,425-100.0% | $593-99.8% |