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 | $1,550 |
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 | $41,495 | $54,590-24.0% | $81,930-49.4% | $73,488-43.5% |
| Participation rate | 61.2% | 68.3%-7.1pp | 72.0%-10.8pp | 70.7%-9.5pp |
| Annual return | 16.92% | 17.74%-0.8pp | 29.49%-12.6pp | 28.51%-11.6pp |
| Employer contribution / active EE | $456 | $1,636-72.2% | $4,310-89.4% | $2,270-79.9% |
| Participant deferral / active EE | $1,688 | $2,759-38.8% | $7,107-76.3% | $3,740-54.9% |
| Admin fee / account holder | $20 | $592-96.7% | $5,158-99.6% | $513-96.2% |