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 10-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 | $1,044 |
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 | $82,675 | $58,347+41.7% | $85,682-3.5% | $86,799-4.8% |
| Participation rate | 38.2% | 64.9%-26.8pp | 69.9%-31.7pp | 72.3%-34.1pp |
| Annual return | 19.78% | 18.43%+1.3pp | 21.49%-1.7pp | 97.91%-78.1pp |
| Employer contribution / active EE | $629 | $1,751-64.1% | $2,618-76.0% | $2,405-73.9% |
| Participant deferral / active EE | $1,673 | $3,065-45.4% | $3,923-57.3% | $4,131-59.5% |
| Admin fee / account holder | $6 | $147-96.1% | $6,873-99.9% | $170-96.6% |