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 | $6,500 |
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 | $84,620 | $55,472+52.5% | $155,567-45.6% | $74,546+13.5% |
| Participation rate | 38.2% | 61.9%-23.7pp | 78.2%-40.0pp | 67.2%-29.0pp |
| Annual return | 18.48% | 268.72%-250.2pp | 64.74%-46.3pp | 1366.03%-1347.6pp |
| Employer contribution / active EE | $3,030 | $2,269+33.6% | $4,674-35.2% | $2,624+15.5% |
| Participant deferral / active EE | $3,283 | $2,838+15.7% | $5,628-41.7% | $4,347-24.5% |
| Admin fee / account holder | $99 | $1,743-94.3% | $15,916-99.4% | $1,944-94.9% |