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 | $59,352 |
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 | $94,742 | $46,292+104.7% | $143,757-34.1% | $64,808+46.2% |
| Participation rate | 69.0% | 64.2%+4.8pp | 80.3%-11.3pp | 71.5%-2.4pp |
| Annual return | -14.60% | -10.05%-4.6pp | -0.04%-14.6pp | 32.82%-47.4pp |
| Employer contribution / active EE | $3,043 | $1,910+59.4% | $4,951-38.5% | $2,506+21.4% |
| Participant deferral / active EE | $5,004 | $2,646+89.2% | $5,637-11.2% | $4,310+16.1% |
| Admin fee / account holder | $169 | $154+10.0% | $14,673-98.8% | $188-10.0% |