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 3-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 27 · EIN 61-1758632 | Advisory (Plan) | $23,227 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,791 |
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,991 | $87,870-40.8% | $113,168-54.1% | $74,304-30.0% |
| Participation rate | 87.3% | 70.7%+16.5pp | 76.6%+10.7pp | 60.3%+26.9pp |
| Annual return | 18.30% | 26.44%-8.1pp | 24.27%-6.0pp | 29.43%-11.1pp |
| Employer contribution / active EE | $2,675 | $2,277+17.5% | $2,975-10.1% | $2,241+19.4% |
| Participant deferral / active EE | $4,617 | $4,241+8.9% | $5,107-9.6% | $3,767+22.6% |
| Admin fee / account holder | $237 | $3,368-93.0% | $12,068-98.0% | $2,969-92.0% |