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 | $11,723 |
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 | $63,308 | $69,745-9.2% | $67,511-6.2% | $74,546-15.1% |
| Participation rate | 69.8% | 71.3%-1.5pp | 72.9%-3.1pp | 67.2%+2.6pp |
| Annual return | 17.03% | -40.37%+57.4pp | 3517.41%-3500.4pp | 1366.03%-1349.0pp |
| Employer contribution / active EE | $1,950 | $2,705-27.9% | $2,733-28.6% | $2,624-25.7% |
| Participant deferral / active EE | $3,818 | $3,636+5.0% | $4,000-4.6% | $4,347-12.2% |
| Admin fee / account holder | $113 | $894-87.4% | $3,999-97.2% | $1,944-94.2% |