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 5-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 | $2,011 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $93,889 | $86,655+8.3% | $119,609-21.5% | $66,914+40.3% |
| Participation rate | 69.8% | 75.6%-5.7pp | 79.3%-9.4pp | 69.8%0pp |
| Annual return | -18.69% | -8.00%-10.7pp | -14.97%-3.7pp | 1.58%-20.3pp |
| Employer contribution / active EE | $3,327 | $2,536+31.2% | $4,232-21.4% | $2,544+30.8% |
| Participant deferral / active EE | $6,514 | $4,358+49.5% | $5,602+16.3% | $4,237+53.7% |
| Admin fee / account holder | $29 | $755-96.2% | $10,323-99.7% | $593-95.2% |