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 | $11,991 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $53,651 | $48,166+11.4% | $96,562-44.4% | $93,030-42.3% |
| Participation rate | 47.5% | 65.1%-17.6pp | 69.8%-22.3pp | 73.9%-26.4pp |
| Annual return | 11.93% | 21.31%-9.4pp | 37.78%-25.9pp | 158.70%-146.8pp |
| Employer contribution / active EE | $825 | $1,070-22.9% | $2,356-65.0% | $2,706-69.5% |
| Participant deferral / active EE | $1,454 | $2,576-43.5% | $3,849-62.2% | $4,562-68.1% |
| Admin fee / account holder | $15 | $110-86.6% | $6,181-99.8% | $152-90.2% |