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 | $178,563 |
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 | $37,516 | $35,463+5.8% | $69,182-45.8% | $329,111-88.6% |
| Participation rate | 15.5% | 34.6%-19.1pp | 55.1%-39.7pp | 67.9%-52.4pp |
| Annual return | 8.09% | 7.72%+0.4pp | -21.93%+30.0pp | 16.35%-8.3pp |
| Employer contribution / active EE | $256 | $449-43.0% | $1,206-78.8% | $2,303-88.9% |
| Participant deferral / active EE | $493 | $1,018-51.6% | $1,897-74.0% | $3,682-86.6% |
| Admin fee / account holder | $27 | $64-57.9% | $2,697-99.0% | $754-96.4% |