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 | $1,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,521 | $42,582-61.2% | $171,082-90.3% | $57,658-71.3% |
| Participation rate | 62.9% | 63.9%-1.0pp | 76.7%-13.8pp | 70.2%-7.3pp |
| Annual return | 6.65% | 308.67%-302.0pp | 32.56%-25.9pp | 5.13%+1.5pp |
| Employer contribution / active EE | $0 | $1,306-100.0% | $4,002-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,136 | $2,933-27.2% | $4,797-55.5% | $3,061-30.2% |
| Admin fee / account holder | $22 | $82-73.4% | $8,520-99.7% | $95-76.8% |