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 | $55,415+52.7% | $155,509-45.6% | $74,495+13.6% |
| Participation rate | 38.2% | 61.9%-23.7pp | 78.2%-40.0pp | 67.2%-29.0pp |
| Annual return | 18.48% | 268.50%-250.0pp | 64.67%-46.2pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $3,030 | $2,267+33.7% | $4,672-35.1% | $2,623+15.5% |
| Participant deferral / active EE | $3,283 | $2,836+15.8% | $5,626-41.6% | $4,346-24.5% |
| Admin fee / account holder | $99 | $1,738-94.3% | $15,912-99.4% | $1,942-94.9% |