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 | $481 |
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 | $115,594 | $99,957+15.6% | $149,696-22.8% | $73,488+57.3% |
| Participation rate | 62.3% | 75.7%-13.4pp | 82.5%-20.2pp | 70.7%-8.4pp |
| Annual return | 16.16% | 53.87%-37.7pp | 276.60%-260.4pp | 28.51%-12.4pp |
| Employer contribution / active EE | $2,958 | $3,191-7.3% | $4,644-36.3% | $2,270+30.3% |
| Participant deferral / active EE | $7,694 | $6,073+26.7% | $6,842+12.5% | $3,740+105.8% |
| Admin fee / account holder | $4 | $551-99.3% | $9,309-100.0% | $513-99.3% |