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 | $82,407 |
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 | $77,227 | $129,021-40.1% | $184,203-58.1% | $77,643-0.5% |
| Participation rate | 55.0% | 87.3%-32.3pp | 86.8%-31.8pp | 70.6%-15.6pp |
| Annual return | 15.20% | 33.27%-18.1pp | 28.81%-13.6pp | 31.24%-16.0pp |
| Employer contribution / active EE | $2,177 | $4,413-50.7% | $6,427-66.1% | $2,726-20.2% |
| Participant deferral / active EE | $4,418 | $7,297-39.5% | $9,131-51.6% | $4,647-4.9% |
| Admin fee / account holder | $133 | $254-47.7% | $13,901-99.0% | $430-69.2% |