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 | $76,287 |
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 | $89,229 | $50,815+75.6% | $155,509-42.6% | $77,643+14.9% |
| Participation rate | 68.4% | 63.1%+5.3pp | 78.2%-9.8pp | 70.6%-2.2pp |
| Annual return | 21.71% | 34.80%-13.1pp | 64.67%-43.0pp | 31.24%-9.5pp |
| Employer contribution / active EE | $2,863 | $1,993+43.7% | $4,672-38.7% | $2,726+5.0% |
| Participant deferral / active EE | $4,678 | $2,822+65.8% | $5,626-16.9% | $4,647+0.7% |
| Admin fee / account holder | $109 | $437-75.1% | $15,912-99.3% | $430-74.7% |