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 6-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 | $13,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $46,399 | $94,621-51.0% | $138,135-66.4% | $73,409-36.8% |
| Participation rate | 63.6% | 83.4%-19.9pp | 78.7%-15.1pp | 72.2%-8.6pp |
| Annual return | 10.76% | 16.57%-5.8pp | 20.51%-9.8pp | 59.29%-48.5pp |
| Employer contribution / active EE | $1,826 | $4,410-58.6% | $5,587-67.3% | $2,234-18.2% |
| Participant deferral / active EE | $3,717 | $6,199-40.0% | $6,431-42.2% | $3,805-2.3% |
| Admin fee / account holder | $30 | $140-79.0% | $11,856-99.8% | $158-81.3% |