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 | $34,186 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $55,553 | $110,699-49.8% | $177,821-68.8% | $90,288-38.5% |
| Participation rate | 62.5% | 88.3%-25.9pp | 87.7%-25.2pp | 73.4%-10.9pp |
| Annual return | 22.00% | 22.79%-0.8pp | 48.32%-26.3pp | 53.97%-32.0pp |
| Employer contribution / active EE | $1,665 | $4,118-59.6% | $5,918-71.9% | $2,524-34.0% |
| Participant deferral / active EE | $2,153 | $6,731-68.0% | $7,714-72.1% | $4,232-49.1% |
| Admin fee / account holder | $17 | $90-81.0% | $12,427-99.9% | $114-85.0% |