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 | $49,035 |
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 | $18,604 | $45,000-58.7% | $143,757-87.1% | $77,904-76.1% |
| Participation rate | 57.8% | 66.8%-9.0pp | 80.3%-22.5pp | 73.7%-15.9pp |
| Annual return | -16.44% | 29.03%-45.5pp | -0.04%-16.4pp | 12.21%-28.6pp |
| Employer contribution / active EE | $584 | $1,870-68.8% | $4,951-88.2% | $2,848-79.5% |
| Participant deferral / active EE | $1,952 | $3,157-38.2% | $5,637-65.4% | $4,806-59.4% |
| Admin fee / account holder | $55 | $98-44.5% | $14,673-99.6% | $133-58.8% |