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 6-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 | $44,718 |
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 | $42,389 | $86,897-51.2% | $151,611-72.0% | $64,808-34.6% |
| Participation rate | 68.5% | 87.3%-18.7pp | 87.5%-19.0pp | 71.5%-2.9pp |
| Annual return | 6.13% | -3.57%+9.7pp | 3.33%+2.8pp | 32.82%-26.7pp |
| Employer contribution / active EE | $2,468 | $4,010-38.5% | $6,166-60.0% | $2,506-1.5% |
| Participant deferral / active EE | $5,438 | $6,690-18.7% | $8,363-35.0% | $4,310+26.2% |
| Admin fee / account holder | $125 | $153-18.4% | $11,616-98.9% | $188-33.5% |