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 | $66,122 |
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 | $64,643 | $72,994-11.4% | $120,354-46.3% | $77,643-16.7% |
| Participation rate | 42.8% | 55.2%-12.5pp | 71.9%-29.1pp | 70.6%-27.8pp |
| Annual return | 16.06% | 18.23%-2.2pp | 107.15%-91.1pp | 31.24%-15.2pp |
| Employer contribution / active EE | $1,315 | $1,793-26.7% | $3,463-62.0% | $2,726-51.8% |
| Participant deferral / active EE | $2,817 | $3,011-6.4% | $4,991-43.6% | $4,647-39.4% |
| Admin fee / account holder | $256 | $658-61.1% | $9,423-97.3% | $430-40.6% |