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 | $6,920 |
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 | $41,806 | $30,086+39.0% | $61,373-31.9% | $64,808-35.5% |
| Participation rate | 21.4% | 36.4%-15.0pp | 52.6%-31.2pp | 71.5%-50.1pp |
| Annual return | -16.28% | -13.99%-2.3pp | 338.61%-354.9pp | 32.82%-49.1pp |
| Employer contribution / active EE | $508 | $536-5.3% | $1,159-56.2% | $2,506-79.7% |
| Participant deferral / active EE | $875 | $1,126-22.3% | $2,125-58.8% | $4,310-79.7% |
| Admin fee / account holder | $43 | $148-70.9% | $2,130-98.0% | $188-77.0% |