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 | $5,528 |
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 | $52,546 | $47,126+11.5% | $149,673-64.9% | $74,419-29.4% |
| Participation rate | 28.3% | 63.4%-35.1pp | 78.8%-50.5pp | 70.7%-42.5pp |
| Annual return | 18.29% | 22.75%-4.5pp | 134.42%-116.1pp | 34.38%-16.1pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,448 | $2,728-46.9% | $5,680-74.5% | $4,528-68.0% |
| Admin fee / account holder | $36 | $343-89.4% | $13,210-99.7% | $348-89.6% |