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 6-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 | $21,631 |
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 | $53,456 | $48,750+9.7% | $88,946-39.9% | $74,304-28.1% |
| Participation rate | 49.7% | 44.5%+5.2pp | 68.8%-19.1pp | 60.3%-10.6pp |
| Annual return | 24.33% | 25.91%-1.6pp | 57.82%-33.5pp | 29.43%-5.1pp |
| Employer contribution / active EE | $1,504 | $1,255+19.8% | $2,555-41.1% | $2,241-32.9% |
| Participant deferral / active EE | $4,074 | $2,423+68.1% | $4,581-11.1% | $3,767+8.1% |
| Admin fee / account holder | $144 | $3,756-96.2% | $8,261-98.3% | $2,969-95.1% |