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 | $5,365 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $65,589 | $56,485+16.1% | $185,823-64.7% | $86,799-24.4% |
| Participation rate | 27.7% | 65.5%-37.8pp | 81.7%-54.0pp | 72.3%-44.6pp |
| Annual return | 13.39% | 118.04%-104.6pp | 122.05%-108.7pp | 97.91%-84.5pp |
| Employer contribution / active EE | $9 | $1,843-99.5% | $5,167-99.8% | $2,405-99.6% |
| Participant deferral / active EE | $1,078 | $2,553-57.8% | $5,568-80.6% | $4,131-73.9% |
| Admin fee / account holder | $33 | $150-78.1% | $16,237-99.8% | $170-80.7% |