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 | $3,618 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,712 | $57,570+85.4% | $121,098-11.9% | $80,160+33.1% |
| Participation rate | 41.9% | 58.8%-16.9pp | 69.5%-27.6pp | 72.9%-31.0pp |
| Annual return | 0.00% | 20.42%-20.4pp | 985.75%-985.7pp | 40.38%-40.4pp |
| Employer contribution / active EE | $862 | $2,119-59.3% | $4,164-79.3% | $2,978-71.1% |
| Participant deferral / active EE | $997 | $3,092-67.8% | $4,080-75.6% | $5,017-80.1% |
| Admin fee / account holder | $9 | $121-92.3% | $5,644-99.8% | $145-93.5% |