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 9-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 | $265 |
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 | $64,672 | $61,156+5.7% | $185,823-65.2% | $79,386-18.5% |
| Participation rate | 52.3% | 66.6%-14.3pp | 81.7%-29.4pp | 70.7%-18.4pp |
| Annual return | 19.91% | 19.45%+0.5pp | 122.05%-102.1pp | 116.85%-96.9pp |
| Employer contribution / active EE | $1,122 | $2,321-51.7% | $5,167-78.3% | $2,427-53.8% |
| Participant deferral / active EE | $2,867 | $2,789+2.8% | $5,568-48.5% | $4,046-29.1% |
| Admin fee / account holder | $3 | $710-99.6% | $16,237-100.0% | $626-99.6% |