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 | $298,611 |
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 | $95,150 | $51,728+83.9% | $80,716+17.9% | $106,520-10.7% |
| Participation rate | 27.6% | 33.9%-6.3pp | 54.2%-26.5pp | 71.3%-43.7pp |
| Annual return | 19.86% | 32.29%-12.4pp | 87.28%-67.4pp | 19.28%+0.6pp |
| Employer contribution / active EE | $1,065 | $460+131.7% | $1,160-8.2% | $2,840-62.5% |
| Participant deferral / active EE | $1,846 | $1,076+71.6% | $2,146-13.9% | $4,948-62.7% |
| Admin fee / account holder | $71 | $80-12.2% | $3,380-97.9% | $75-5.4% |