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 | $925 |
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 | $237,916 | $86,944+173.6% | $107,525+121.3% | $74,304+220.2% |
| Participation rate | 59.1% | 59.6%-0.5pp | 75.1%-16.0pp | 60.3%-1.3pp |
| Annual return | 17.71% | 23.52%-5.8pp | 181.32%-163.6pp | 29.43%-11.7pp |
| Employer contribution / active EE | $2,900 | $2,757+5.2% | $3,754-22.7% | $2,241+29.4% |
| Participant deferral / active EE | $9,137 | $3,554+157.1% | $5,116+78.6% | $3,767+142.5% |
| Admin fee / account holder | $43 | $3,727-98.8% | $8,919-99.5% | $2,969-98.5% |