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 4-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 | $24,961 |
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 | $35,815 | $59,054-39.4% | $97,226-63.2% | $77,643-53.9% |
| Participation rate | 67.8% | 67.9%-0.1pp | 72.7%-4.9pp | 70.6%-2.8pp |
| Annual return | 27.88% | 16.96%+10.9pp | 75.13%-47.3pp | 31.24%-3.4pp |
| Employer contribution / active EE | $4,543 | $1,742+160.8% | $2,729+66.5% | $2,726+66.7% |
| Participant deferral / active EE | $8,416 | $3,930+114.1% | $4,264+97.4% | $4,647+81.1% |
| Admin fee / account holder | $44 | $346-87.2% | $5,654-99.2% | $430-89.7% |