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 | $3,155 |
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 | $67,937 | $101,317-32.9% | $146,958-53.8% | $74,495-8.8% |
| Participation rate | 59.2% | 75.5%-16.3pp | 82.2%-23.0pp | 67.2%-8.0pp |
| Annual return | 18.72% | 8730.91%-8712.2pp | 418.34%-399.6pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $1,986 | $3,810-47.9% | $4,933-59.7% | $2,623-24.3% |
| Participant deferral / active EE | $4,314 | $7,303-40.9% | $8,070-46.5% | $4,346-0.7% |
| Admin fee / account holder | $39 | $1,739-97.8% | $12,998-99.7% | $1,942-98.0% |