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 | $1,427 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,594 | $58,264-26.9% | $86,612-50.8% | $71,457-40.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 22.47% | 21.63%+0.8pp | 591.07%-568.6pp | 28.85%-6.4pp |
| Employer contribution / active EE | $6,871 | $2,574+166.9% | $3,022+127.3% | $2,588+165.5% |
| Participant deferral / active EE | $9,838 | $3,436+186.3% | $4,438+121.7% | $4,289+129.4% |
| Admin fee / account holder | $2 | $1,057-99.8% | $5,614-100.0% | $1,587-99.9% |