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 | $5,337 |
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 | $46,608 | $91,762-49.2% | $67,502-31.0% | $77,643-40.0% |
| Participation rate | 39.8% | 75.9%-36.1pp | 72.9%-33.1pp | 70.6%-30.8pp |
| Annual return | 28.53% | 14.87%+13.7pp | 3512.12%-3483.6pp | 31.24%-2.7pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,279 | $3,903-16.0% | $4,000-18.0% | $4,647-29.4% |
| Admin fee / account holder | $25 | $176-85.8% | $3,998-99.4% | $430-94.2% |