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 | $21,531 |
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 | $65,340 | $72,254-9.6% | $86,677-24.6% | $64,808+0.8% |
| Participation rate | 64.2% | 80.4%-16.3pp | 76.6%-12.4pp | 71.5%-7.3pp |
| Annual return | -12.93% | 392.42%-405.4pp | 35.91%-48.8pp | 32.82%-45.8pp |
| Employer contribution / active EE | $1,141 | $2,393-52.3% | $2,836-59.8% | $2,506-54.5% |
| Participant deferral / active EE | $3,132 | $4,658-32.8% | $4,656-32.7% | $4,310-27.3% |
| Admin fee / account holder | $124 | $174-28.6% | $7,493-98.3% | $188-33.8% |