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 4-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 | $2,456 |
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 | $154,120 | $55,415+178.1% | $155,509-0.9% | $74,495+106.9% |
| Participation rate | 57.6% | 61.9%-4.3pp | 78.2%-20.6pp | 67.2%-9.6pp |
| Annual return | 14.91% | 268.50%-253.6pp | 64.67%-49.8pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $4,122 | $2,267+81.8% | $4,672-11.8% | $2,623+57.2% |
| Participant deferral / active EE | $10,911 | $2,836+284.7% | $5,626+93.9% | $4,346+151.1% |
| Admin fee / account holder | $229 | $1,738-86.8% | $15,912-98.6% | $1,942-88.2% |