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 | $2,681 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $71,882 | $78,419-8.3% | $133,956-46.3% | $73,409-2.1% |
| Participation rate | 53.4% | 78.6%-25.2pp | 79.8%-26.4pp | 72.2%-18.7pp |
| Annual return | 14.53% | 33.35%-18.8pp | 45.09%-30.6pp | 59.29%-44.8pp |
| Employer contribution / active EE | $560 | $2,044-72.6% | $3,919-85.7% | $2,234-74.9% |
| Participant deferral / active EE | $4,008 | $3,925+2.1% | $5,048-20.6% | $3,805+5.3% |
| Admin fee / account holder | $13 | $161-91.7% | $8,927-99.8% | $158-91.5% |