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 | $2,275 |
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 | $156,935 | $59,584+163.4% | $86,874+80.6% | $79,386+97.7% |
| Participation rate | 61.9% | 67.7%-5.8pp | 71.6%-9.8pp | 70.7%-8.8pp |
| Annual return | 16.71% | 23.15%-6.4pp | 63.52%-46.8pp | 116.85%-100.1pp |
| Employer contribution / active EE | $1,691 | $1,768-4.3% | $2,495-32.2% | $2,427-30.3% |
| Participant deferral / active EE | $3,248 | $3,036+7.0% | $3,699-12.2% | $4,046-19.7% |
| Admin fee / account holder | $12 | $604-98.0% | $5,828-99.8% | $626-98.0% |