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 | $89,158 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,089 | $72,066-62.4% | $81,930-66.9% | $90,288-70.0% |
| Participation rate | 35.9% | 78.9%-43.0pp | 72.0%-36.1pp | 73.4%-37.5pp |
| Annual return | 42.35% | 15.92%+26.4pp | 29.49%+12.9pp | 53.97%-11.6pp |
| Employer contribution / active EE | $732 | $2,335-68.7% | $4,310-83.0% | $2,524-71.0% |
| Participant deferral / active EE | $1,350 | $3,557-62.0% | $7,107-81.0% | $4,232-68.1% |
| Admin fee / account holder | $102 | $92+10.7% | $5,158-98.0% | $114-10.2% |