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 | $72,955 |
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 | $73,326 | $30,147+143.2% | $58,482+25.4% | $80,160-8.5% |
| Participation rate | 40.8% | 34.4%+6.4pp | 50.9%-10.0pp | 72.9%-32.1pp |
| Annual return | 21.01% | 21.97%-1.0pp | 4239.32%-4218.3pp | 40.38%-19.4pp |
| Employer contribution / active EE | $1,872 | $528+254.7% | $1,053+77.7% | $2,978-37.1% |
| Participant deferral / active EE | $4,273 | $1,249+242.1% | $1,924+122.1% | $5,017-14.8% |
| Admin fee / account holder | $66 | $195-65.9% | $2,516-97.4% | $145-54.2% |