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 | $25,623 |
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 | $24,886 | $86,655-71.3% | $119,609-79.2% | $66,914-62.8% |
| Participation rate | 59.7% | 75.6%-15.8pp | 79.3%-19.5pp | 69.8%-10.1pp |
| Annual return | -14.65% | -8.00%-6.6pp | -14.97%+0.3pp | 1.58%-16.2pp |
| Employer contribution / active EE | $947 | $2,536-62.7% | $4,232-77.6% | $2,544-62.8% |
| Participant deferral / active EE | $616 | $4,358-85.9% | $5,602-89.0% | $4,237-85.5% |
| Admin fee / account holder | $184 | $755-75.7% | $10,323-98.2% | $593-69.1% |