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 | $22,764 |
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 | $36,733 | $58,879-37.6% | $178,490-79.4% | $73,488-50.0% |
| Participation rate | 67.3% | 66.2%+1.1pp | 81.9%-14.7pp | 70.7%-3.4pp |
| Annual return | 16.82% | 24.86%-8.0pp | 151.07%-134.3pp | 28.51%-11.7pp |
| Employer contribution / active EE | $908 | $2,236-59.4% | $5,011-81.9% | $2,270-60.0% |
| Participant deferral / active EE | $3,031 | $2,567+18.1% | $5,202-41.7% | $3,740-18.9% |
| Admin fee / account holder | $154 | $400-61.5% | $13,984-98.9% | $513-69.9% |