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 | $85,058 |
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 | $37,311 | $50,127-25.6% | $149,673-75.1% | $80,160-53.5% |
| Participation rate | 52.4% | 64.3%-11.9pp | 78.8%-26.3pp | 72.9%-20.5pp |
| Annual return | 17.20% | 29.82%-12.6pp | 134.42%-117.2pp | 40.38%-23.2pp |
| Employer contribution / active EE | $1,492 | $1,865-20.0% | $4,818-69.0% | $2,978-49.9% |
| Participant deferral / active EE | $1,461 | $3,194-54.3% | $5,680-74.3% | $5,017-70.9% |
| Admin fee / account holder | $81 | $153-47.0% | $13,210-99.4% | $145-44.2% |