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 | $4,972 |
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 | $79,991 | $78,485+1.9% | $106,213-24.7% | $74,495+7.4% |
| Participation rate | 42.2% | 72.8%-30.6pp | 75.3%-33.1pp | 67.2%-25.0pp |
| Annual return | 13.56% | 15.95%-2.4pp | 116.14%-102.6pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $992 | $2,523-60.7% | $3,171-68.7% | $2,623-62.2% |
| Participant deferral / active EE | $2,505 | $4,322-42.1% | $5,016-50.1% | $4,346-42.4% |
| Admin fee / account holder | $34 | $2,232-98.5% | $11,033-99.7% | $1,942-98.3% |