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 5-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 | $55,128 |
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 | $50,804 | $65,908-22.9% | $81,812-37.9% | $77,643-34.6% |
| Participation rate | 59.7% | 65.8%-6.1pp | 72.3%-12.6pp | 70.6%-10.9pp |
| Annual return | 17.52% | 26.64%-9.1pp | 773.79%-756.3pp | 31.24%-13.7pp |
| Employer contribution / active EE | $2,202 | $2,370-7.1% | $2,912-24.4% | $2,726-19.2% |
| Participant deferral / active EE | $4,269 | $3,505+21.8% | $4,319-1.2% | $4,647-8.1% |
| Admin fee / account holder | $113 | $526-78.4% | $7,386-98.5% | $430-73.6% |