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 | $650 |
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 | $27,299 | $76,670-64.4% | $96,683-71.8% | $71,457-61.8% |
| Participation rate | 59.3% | 66.6%-7.3pp | 74.3%-15.0pp | 67.9%-8.6pp |
| Annual return | 18.87% | 48.29%-29.4pp | 35.69%-16.8pp | 28.85%-10.0pp |
| Employer contribution / active EE | $2,006 | $3,031-33.8% | $3,737-46.3% | $2,588-22.5% |
| Participant deferral / active EE | $4,228 | $3,771+12.1% | $4,878-13.3% | $4,289-1.4% |
| Admin fee / account holder | $80 | $2,028-96.0% | $6,730-98.8% | $1,587-94.9% |