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 | $1,125 |
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 | $125,660 | $101,317+24.0% | $146,958-14.5% | $74,495+68.7% |
| Participation rate | 63.4% | 75.5%-12.1pp | 82.2%-18.8pp | 67.2%-3.8pp |
| Annual return | 15.27% | 8730.91%-8715.6pp | 418.34%-403.1pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $1,129 | $3,810-70.4% | $4,933-77.1% | $2,623-57.0% |
| Participant deferral / active EE | $8,750 | $7,303+19.8% | $8,070+8.4% | $4,346+101.4% |
| Admin fee / account holder | $6 | $1,739-99.7% | $12,998-100.0% | $1,942-99.7% |