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 | $10,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $11,792 | $61,272-80.8% | $149,673-92.1% | $71,457-83.5% |
| Participation rate | 54.7% | 62.5%-7.8pp | 78.8%-24.0pp | 67.9%-13.2pp |
| Annual return | 16.80% | 35.85%-19.0pp | 134.42%-117.6pp | 28.85%-12.0pp |
| Employer contribution / active EE | $669 | $2,378-71.9% | $4,818-86.1% | $2,588-74.1% |
| Participant deferral / active EE | $940 | $2,917-67.8% | $5,680-83.5% | $4,289-78.1% |
| Admin fee / account holder | $68 | $1,261-94.6% | $13,210-99.5% | $1,587-95.7% |