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 3-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 | $24,522 |
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 | $47,519 | $89,808-47.1% | $100,391-52.7% | $77,643-38.8% |
| Participation rate | 50.9% | 81.2%-30.3pp | 81.5%-30.6pp | 70.6%-19.7pp |
| Annual return | 25.19% | 20.62%+4.6pp | 49.20%-24.0pp | 31.24%-6.1pp |
| Employer contribution / active EE | $1,995 | $3,039-34.4% | $3,942-49.4% | $2,726-26.8% |
| Participant deferral / active EE | $4,154 | $8,284-49.9% | $8,082-48.6% | $4,647-10.6% |
| Admin fee / account holder | $157 | $174-10.1% | $7,899-98.0% | $430-63.6% |