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 | $23,267 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $73,268 | $45,602+60.7% | $117,472-37.6% | $66,914+9.5% |
| Participation rate | 21.2% | 57.6%-36.4pp | 70.6%-49.4pp | 69.8%-48.6pp |
| Annual return | -20.91% | -16.74%-4.2pp | 29.74%-50.6pp | 1.58%-22.5pp |
| Employer contribution / active EE | $747 | $1,579-52.7% | $4,176-82.1% | $2,544-70.7% |
| Participant deferral / active EE | $1,354 | $2,845-52.4% | $4,070-66.7% | $4,237-68.0% |
| Admin fee / account holder | $274 | $661-58.6% | $5,645-95.2% | $593-53.9% |