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 | $1,150 |
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 | $47,512 | $28,601+66.1% | $71,735-33.8% | $66,914-29.0% |
| Participation rate | 32.6% | 56.7%-24.0pp | 62.3%-29.7pp | 69.8%-37.2pp |
| Annual return | -18.41% | -10.90%-7.5pp | 9.14%-27.6pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,122 | $1,104+1.6% | $1,704-34.1% | $2,544-55.9% |
| Participant deferral / active EE | $1,737 | $1,912-9.1% | $2,658-34.6% | $4,237-59.0% |
| Admin fee / account holder | $40 | $506-92.2% | $3,974-99.0% | $593-93.3% |