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 | $475 |
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 | $105,737 | $82,978+27.4% | $129,995-18.7% | $71,457+48.0% |
| Participation rate | 60.8% | 74.1%-13.2pp | 78.5%-17.6pp | 67.9%-7.1pp |
| Annual return | 19.27% | 20.60%-1.3pp | -137.18%+156.4pp | 28.85%-9.6pp |
| Employer contribution / active EE | $2,154 | $2,622-17.8% | $4,320-50.1% | $2,588-16.8% |
| Participant deferral / active EE | $4,066 | $4,432-8.2% | $5,820-30.1% | $4,289-5.2% |
| Admin fee / account holder | $3 | $1,729-99.8% | $10,614-100.0% | $1,587-99.8% |