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 | $206,889 |
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 | $90,880 | $30,302+199.9% | $58,482+55.4% | $103,482-12.2% |
| Participation rate | 47.1% | 29.5%+17.6pp | 50.9%-3.7pp | 73.3%-26.1pp |
| Annual return | 18.47% | 19.69%-1.2pp | 4239.32%-4220.8pp | 33.11%-14.6pp |
| Employer contribution / active EE | $1,918 | $512+274.4% | $1,053+82.1% | $3,208-40.2% |
| Participant deferral / active EE | $3,377 | $1,170+188.7% | $1,924+75.5% | $5,207-35.1% |
| Admin fee / account holder | $53 | $109-51.3% | $2,516-97.9% | $114-53.6% |