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 | $3,063 |
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 | $73,043 | $58,726+24.4% | $92,233-20.8% | $62,292+17.3% |
| Participation rate | 60.0% | 68.3%-8.3pp | 76.5%-16.5pp | 69.5%-9.5pp |
| Annual return | 17.15% | 43.62%-26.5pp | 176.28%-159.1pp | 28.90%-11.7pp |
| Employer contribution / active EE | $1,435 | $2,392-40.0% | $3,679-61.0% | $2,042-29.7% |
| Participant deferral / active EE | $2,845 | $2,766+2.9% | $3,897-27.0% | $3,169-10.2% |
| Admin fee / account holder | $19 | $556-96.6% | $5,194-99.6% | $479-96.1% |