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 | $3,963 |
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 | $72,319 | $84,487-14.4% | $125,339-42.3% | $66,914+8.1% |
| Participation rate | 51.7% | 76.4%-24.7pp | 82.4%-30.6pp | 69.8%-18.1pp |
| Annual return | -21.99% | -8.39%-13.6pp | 572.05%-594.0pp | 1.58%-23.6pp |
| Employer contribution / active EE | $1,018 | $3,553-71.3% | $4,814-78.8% | $2,544-60.0% |
| Participant deferral / active EE | $4,000 | $6,781-41.0% | $7,446-46.3% | $4,237-5.6% |
| Admin fee / account holder | $47 | $685-93.2% | $10,010-99.5% | $593-92.1% |