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 8-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 | $42,377 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,509 | $89,808-47.1% | $100,391-52.7% | $77,643-38.8% |
| Participation rate | 59.2% | 81.2%-22.0pp | 81.5%-22.3pp | 70.6%-11.4pp |
| Annual return | 16.35% | 20.62%-4.3pp | 49.20%-32.8pp | 31.24%-14.9pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $3,942-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $7,973 | $8,284-3.8% | $8,082-1.3% | $4,647+71.6% |
| Admin fee / account holder | $132 | $174-24.3% | $7,899-98.3% | $430-69.3% |