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 | $9,697 |
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 | $56,497 | $26,114+116.4% | $58,482-3.4% | $74,419-24.1% |
| Participation rate | 20.3% | 32.1%-11.8pp | 50.9%-30.6pp | 70.7%-50.4pp |
| Annual return | 18.58% | 32.51%-13.9pp | 4239.32%-4220.7pp | 34.38%-15.8pp |
| Employer contribution / active EE | $507 | $536-5.4% | $1,053-51.9% | $2,637-80.8% |
| Participant deferral / active EE | $906 | $1,075-15.7% | $1,924-52.9% | $4,528-80.0% |
| Admin fee / account holder | $60 | $649-90.7% | $2,516-97.6% | $348-82.6% |