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 | $16,358 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $45,230 | $111,608-59.5% | $177,821-74.6% | $73,409-38.4% |
| Participation rate | 63.0% | 87.9%-24.9pp | 87.7%-24.8pp | 72.2%-9.2pp |
| Annual return | 21.55% | 18.23%+3.3pp | 48.32%-26.8pp | 59.29%-37.7pp |
| Employer contribution / active EE | $0 | $3,796-100.0% | $5,918-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $6,901 | $6,199+11.3% | $7,714-10.5% | $3,805+81.3% |
| Admin fee / account holder | $32 | $166-80.4% | $12,427-99.7% | $158-79.4% |