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 | $7,203 |
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 | $44,529 | $101,499-56.1% | $147,005-69.7% | $74,546-40.3% |
| Participation rate | 68.6% | 75.5%-7.0pp | 82.2%-13.6pp | 67.2%+1.4pp |
| Annual return | 43.79% | 8732.34%-8688.6pp | 418.76%-375.0pp | 1366.03%-1322.2pp |
| Employer contribution / active EE | $2,859 | $3,811-25.0% | $4,934-42.1% | $2,624+8.9% |
| Participant deferral / active EE | $7,281 | $7,304-0.3% | $8,070-9.8% | $4,347+67.5% |
| Admin fee / account holder | $42 | $1,748-97.6% | $13,006-99.7% | $1,944-97.8% |