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 | $17,816 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,986 | $89,436-2.7% | $164,813-47.2% | $77,643+12.0% |
| Participation rate | 56.7% | 78.6%-22.0pp | 78.6%-21.9pp | 70.6%-13.9pp |
| Annual return | 12.82% | 28.83%-16.0pp | 69.93%-57.1pp | 31.24%-18.4pp |
| Employer contribution / active EE | $3,864 | $2,569+50.4% | $4,341-11.0% | $2,726+41.8% |
| Participant deferral / active EE | $1,683 | $4,897-65.6% | $6,031-72.1% | $4,647-63.8% |
| Admin fee / account holder | $124 | $339-63.4% | $12,690-99.0% | $430-71.1% |