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 3-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 | $4,160 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,929 | $83,884-53.6% | $64,056-39.2% | $74,419-47.7% |
| Participation rate | 34.1% | 76.6%-42.5pp | 72.3%-38.2pp | 70.7%-36.6pp |
| Annual return | 29.11% | 16.57%+12.5pp | 33.69%-4.6pp | 34.38%-5.3pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,747-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,618 | $3,692-29.1% | $3,880-32.5% | $4,528-42.2% |
| Admin fee / account holder | $23 | $196-88.5% | $3,068-99.3% | $348-93.5% |