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 8-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 39-6040276 | Loan Processing | $5,665 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,546 | $81,908-61.5% | $90,749-65.2% | $64,808-51.3% |
| Participation rate | 59.7% | 80.5%-20.8pp | 75.7%-16.0pp | 71.5%-11.8pp |
| Annual return | -12.97% | -12.53%-0.4pp | -12.16%-0.8pp | 32.82%-45.8pp |
| Employer contribution / active EE | $740 | $3,065-75.9% | $2,921-74.7% | $2,506-70.5% |
| Participant deferral / active EE | $2,845 | $4,840-41.2% | $4,564-37.7% | $4,310-34.0% |
| Admin fee / account holder | $55 | $157-65.3% | $8,445-99.4% | $188-70.9% |