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 | -$16,021 |
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 | $104,936 | $61,272+71.3% | $149,673-29.9% | $71,457+46.9% |
| Participation rate | 56.8% | 62.5%-5.7pp | 78.8%-21.9pp | 67.9%-11.1pp |
| Annual return | 19.00% | 35.85%-16.8pp | 134.42%-115.4pp | 28.85%-9.8pp |
| Employer contribution / active EE | $2,417 | $2,378+1.6% | $4,818-49.8% | $2,588-6.6% |
| Participant deferral / active EE | $3,833 | $2,917+31.4% | $5,680-32.5% | $4,289-10.6% |
| Admin fee / account holder | $0 | $1,261-100.0% | $13,210-100.0% | $1,587-100.0% |