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 | $2,400 |
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 | $54,208 | $76,050-28.7% | $96,544-43.9% | $71,457-24.1% |
| Participation rate | 51.3% | 74.4%-23.1pp | 76.0%-24.6pp | 67.9%-16.6pp |
| Annual return | 20.13% | 22.81%-2.7pp | 25.84%-5.7pp | 28.85%-8.7pp |
| Employer contribution / active EE | $1,607 | $2,244-28.4% | $2,965-45.8% | $2,588-37.9% |
| Participant deferral / active EE | $3,447 | $4,215-18.2% | $4,851-28.9% | $4,289-19.6% |
| Admin fee / account holder | $21 | $2,707-99.2% | $8,252-99.7% | $1,587-98.7% |