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 9-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 | $23,666 |
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 | $86,013 | $88,890-3.2% | $102,423-16.0% | $77,643+10.8% |
| Participation rate | 44.9% | 80.9%-36.0pp | 76.5%-31.6pp | 70.6%-25.7pp |
| Annual return | 16.20% | 24.98%-8.8pp | 29.32%-13.1pp | 31.24%-15.0pp |
| Employer contribution / active EE | $2,054 | $2,698-23.9% | $3,023-32.1% | $2,726-24.7% |
| Participant deferral / active EE | $5,132 | $5,145-0.3% | $5,053+1.6% | $4,647+10.4% |
| Admin fee / account holder | $122 | $235-48.2% | $9,451-98.7% | $430-71.7% |