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 | $650 |
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 | $99,583 | $86,655+14.9% | $119,609-16.7% | $66,914+48.8% |
| Participation rate | 55.7% | 75.6%-19.9pp | 79.3%-23.6pp | 69.8%-14.1pp |
| Annual return | -17.34% | -8.00%-9.3pp | -14.97%-2.4pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,944 | $2,536-23.3% | $4,232-54.1% | $2,544-23.6% |
| Participant deferral / active EE | $3,892 | $4,358-10.7% | $5,602-30.5% | $4,237-8.1% |
| Admin fee / account holder | $6 | $755-99.3% | $10,323-99.9% | $593-99.0% |