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 | $65,946-23.0% | $81,783-37.9% | $77,671-34.6% |
| Participation rate | 59.7% | 65.8%-6.1pp | 72.4%-12.7pp | 70.6%-10.9pp |
| Annual return | 17.52% | 26.65%-9.1pp | 775.05%-757.5pp | 31.21%-13.7pp |
| Employer contribution / active EE | $2,202 | $2,371-7.1% | $2,913-24.4% | $2,726-19.2% |
| Participant deferral / active EE | $4,269 | $3,507+21.7% | $4,320-1.2% | $4,648-8.2% |
| Admin fee / account holder | $113 | $527-78.5% | $7,380-98.5% | $430-73.6% |