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 | $96,954 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,429 | $53,136-22.0% | $155,509-73.4% | $199,593-79.2% |
| Participation rate | 52.4% | 64.1%-11.7pp | 78.2%-25.8pp | 72.0%-19.6pp |
| Annual return | 11.51% | 41.15%-29.6pp | 64.67%-53.2pp | 34.25%-22.7pp |
| Employer contribution / active EE | $1,439 | $1,851-22.3% | $4,672-69.2% | $3,034-52.6% |
| Participant deferral / active EE | $1,528 | $3,161-51.6% | $5,626-72.8% | $5,087-70.0% |
| Admin fee / account holder | $90 | $185-51.7% | $15,912-99.4% | $269-66.7% |