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 | $1,863 |
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 | $63,857 | $51,197+24.7% | $82,719-22.8% | $66,914-4.6% |
| Participation rate | 58.3% | 67.8%-9.5pp | 72.6%-14.2pp | 69.8%-11.5pp |
| Annual return | -16.08% | -9.64%-6.4pp | 701.18%-717.3pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,946 | $2,611-25.5% | $3,009-35.3% | $2,544-23.5% |
| Participant deferral / active EE | $4,259 | $3,458+23.2% | $4,395-3.1% | $4,237+0.5% |
| Admin fee / account holder | $13 | $416-96.9% | $5,329-99.8% | $593-97.8% |