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 | $2,613 |
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 | $49,737 | $58,320-14.7% | $86,436-42.5% | $66,914-25.7% |
| Participation rate | 56.8% | 78.6%-21.8pp | 80.3%-23.5pp | 69.8%-13.0pp |
| Annual return | -14.42% | -9.71%-4.7pp | 4394.89%-4409.3pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,402 | $2,615-46.4% | $3,769-62.8% | $2,544-44.9% |
| Participant deferral / active EE | $4,788 | $6,899-30.6% | $6,952-31.1% | $4,237+13.0% |
| Admin fee / account holder | $211 | $546-61.3% | $6,731-96.9% | $593-64.4% |