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 | $245,338 |
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 | $80,740 | $48,082+67.9% | $77,482+4.2% | $106,222-24.0% |
| Participation rate | 25.7% | 33.6%-7.8pp | 54.2%-28.5pp | 70.8%-45.1pp |
| Annual return | 17.55% | 15.72%+1.8pp | 54.79%-37.2pp | 21.69%-4.1pp |
| Employer contribution / active EE | $881 | $457+92.7% | $986-10.6% | $2,723-67.6% |
| Participant deferral / active EE | $1,475 | $1,043+41.5% | $1,861-20.7% | $4,600-67.9% |
| Admin fee / account holder | $59 | $79-25.3% | $2,858-97.9% | $78-24.3% |