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 35-0145825 | Loan Processing | $39,882 |
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 | $73,348 | $61,272+19.7% | $149,673-51.0% | $71,457+2.6% |
| Participation rate | 33.5% | 62.5%-29.0pp | 78.8%-45.3pp | 67.9%-34.4pp |
| Annual return | 56.43% | 35.85%+20.6pp | 134.42%-78.0pp | 28.85%+27.6pp |
| Employer contribution / active EE | $919 | $2,378-61.3% | $4,818-80.9% | $2,588-64.5% |
| Participant deferral / active EE | $1,625 | $2,917-44.3% | $5,680-71.4% | $4,289-62.1% |
| Admin fee / account holder | $1 | $1,261-100.0% | $13,210-100.0% | $1,587-100.0% |