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 | $95,528 |
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 | $74,963 | $27,687+170.8% | $73,545+1.9% | $177,276-57.7% |
| Participation rate | 35.4% | 34.9%+0.6pp | 54.9%-19.5pp | 74.8%-39.4pp |
| Annual return | 19.12% | 16.77%+2.4pp | -15.16%+34.3pp | 21.25%-2.1pp |
| Employer contribution / active EE | $803 | $291+176.3% | $1,219-34.1% | $2,479-67.6% |
| Participant deferral / active EE | $1,666 | $778+114.1% | $1,806-7.7% | $3,881-57.1% |
| Admin fee / account holder | $36 | $59-40.1% | $2,320-98.5% | $154-76.9% |