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 | $5,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,101 | $78,485+60.7% | $106,213+18.7% | $74,495+69.3% |
| Participation rate | 39.4% | 72.8%-33.4pp | 75.3%-35.8pp | 67.2%-27.8pp |
| Annual return | 14.88% | 15.95%-1.1pp | 116.14%-101.3pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $1,219 | $2,523-51.7% | $3,171-61.6% | $2,623-53.5% |
| Participant deferral / active EE | $2,258 | $4,322-47.8% | $5,016-55.0% | $4,346-48.0% |
| Admin fee / account holder | $445 | $2,232-80.0% | $11,033-96.0% | $1,942-77.1% |