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 | -$1,105 |
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 | $52,386 | $71,883-27.1% | $86,677-39.6% | $68,494-23.5% |
| Participation rate | 49.4% | 72.2%-22.8pp | 76.6%-27.1pp | 67.9%-18.5pp |
| Annual return | -15.91% | 3.52%-19.4pp | 35.91%-51.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $611 | $2,173-71.9% | $2,836-78.4% | $2,596-76.5% |
| Participant deferral / active EE | $2,629 | $3,779-30.4% | $4,656-43.5% | $4,027-34.7% |
| Admin fee / account holder | -$13 | $6,112-100.2% | $7,493-100.2% | $5,403-100.2% |