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 | $2,106 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $148,549 | $98,727+50.5% | $113,168+31.3% | $85,563+73.6% |
| Participation rate | 31.8% | 80.8%-49.0pp | 76.6%-44.7pp | 66.0%-34.1pp |
| Annual return | 19.37% | 17.43%+1.9pp | 24.27%-4.9pp | 31.51%-12.1pp |
| Employer contribution / active EE | $1,468 | $2,907-49.5% | $2,975-50.7% | $2,654-44.7% |
| Participant deferral / active EE | $2,420 | $5,424-55.4% | $5,107-52.6% | $4,375-44.7% |
| Admin fee / account holder | $40 | $357-88.7% | $12,068-99.7% | $834-95.2% |