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 | $5,569 |
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 | $69,698 | $37,393+86.4% | $77,024-9.5% | $66,914+4.2% |
| Participation rate | 52.0% | 52.9%-0.9pp | 67.9%-15.9pp | 69.8%-17.8pp |
| Annual return | -15.52% | -3.29%-12.2pp | 42.32%-57.8pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,224 | $1,531-20.0% | $2,812-56.5% | $2,544-51.9% |
| Participant deferral / active EE | $5,503 | $2,617+110.3% | $4,426+24.3% | $4,237+29.9% |
| Admin fee / account holder | $55 | $567-90.3% | $5,425-99.0% | $593-90.7% |