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 4-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 | $10,939 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,667 | $65,061-86.7% | $143,757-94.0% | $66,914-87.0% |
| Participation rate | 48.0% | 65.2%-17.2pp | 80.3%-32.3pp | 69.8%-21.8pp |
| Annual return | -16.99% | -11.14%-5.9pp | -0.04%-16.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $554 | $2,361-76.5% | $4,951-88.8% | $2,544-78.2% |
| Participant deferral / active EE | $779 | $2,919-73.3% | $5,637-86.2% | $4,237-81.6% |
| Admin fee / account holder | $74 | $502-85.3% | $14,673-99.5% | $593-87.5% |