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 | $1,544 |
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 | $78,620 | $63,745+23.3% | $98,442-20.1% | $79,386-1.0% |
| Participation rate | 63.2% | 69.9%-6.7pp | 73.3%-10.1pp | 70.7%-7.5pp |
| Annual return | 12.85% | 625.80%-612.9pp | 1492.73%-1479.9pp | 116.85%-104.0pp |
| Employer contribution / active EE | $2,035 | $2,557-20.4% | $2,960-31.2% | $2,427-16.2% |
| Participant deferral / active EE | $4,130 | $3,303+25.0% | $4,276-3.4% | $4,046+2.1% |
| Admin fee / account holder | $10 | $516-98.0% | $5,949-99.8% | $626-98.4% |