Filed June 19, 2025
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 | $94,173 |
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 | $31,734 | $45,000-29.5% | $143,757-77.9% | $77,904-59.3% |
| Participation rate | 54.2% | 66.8%-12.7pp | 80.3%-26.1pp | 73.7%-19.5pp |
| Annual return | -16.88% | 29.03%-45.9pp | -0.04%-16.8pp | 12.21%-29.1pp |
| Employer contribution / active EE | $1,381 | $1,870-26.2% | $4,951-72.1% | $2,848-51.5% |
| Participant deferral / active EE | $1,474 | $3,157-53.3% | $5,637-73.9% | $4,806-69.3% |
| Admin fee / account holder | $93 | $98-6.0% | $14,673-99.4% | $133-30.2% |