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 | $525 |
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 | $59,929 | $39,195+52.9% | $98,755-39.3% | $79,386-24.5% |
| Participation rate | 36.3% | 59.8%-23.5pp | 65.7%-29.4pp | 70.7%-34.4pp |
| Annual return | 15.84% | 19.95%-4.1pp | 49.91%-34.1pp | 116.85%-101.0pp |
| Employer contribution / active EE | $1,218 | $1,334-8.7% | $2,067-41.1% | $2,427-49.8% |
| Participant deferral / active EE | $1,868 | $2,333-19.9% | $3,035-38.4% | $4,046-53.8% |
| Admin fee / account holder | $32 | $365-91.2% | $4,076-99.2% | $626-94.9% |