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 | $12,696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,074 | $100,801-73.1% | $149,696-81.9% | $73,409-63.1% |
| Participation rate | 42.5% | 77.7%-35.2pp | 82.5%-40.0pp | 72.2%-29.7pp |
| Annual return | 22.63% | 265.34%-242.7pp | 276.60%-254.0pp | 59.29%-36.7pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,196 | $6,404-50.1% | $6,842-53.3% | $3,805-16.0% |
| Admin fee / account holder | $63 | $181-65.0% | $9,309-99.3% | $158-59.9% |