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 | $30,014 |
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 | $139,723 | $49,451+182.5% | $79,550+75.6% | $66,914+108.8% |
| Participation rate | 62.1% | 61.3%+0.7pp | 69.5%-7.4pp | 69.8%-7.7pp |
| Annual return | -18.19% | 84.25%-102.4pp | 0.16%-18.4pp | 1.58%-19.8pp |
| Employer contribution / active EE | $2,474 | $1,266+95.5% | $2,413+2.5% | $2,544-2.8% |
| Participant deferral / active EE | $4,520 | $3,159+43.1% | $3,985+13.4% | $4,237+6.7% |
| Admin fee / account holder | $271 | $595-54.5% | $6,832-96.0% | $593-54.4% |