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 3-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 | $13,766 |
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 | $21,976 | $46,292-52.5% | $143,757-84.7% | $64,808-66.1% |
| Participation rate | 44.0% | 64.2%-20.2pp | 80.3%-36.3pp | 71.5%-27.4pp |
| Annual return | 35.36% | -10.05%+45.4pp | -0.04%+35.4pp | 32.82%+2.5pp |
| Employer contribution / active EE | $1,404 | $1,910-26.5% | $4,951-71.6% | $2,506-44.0% |
| Participant deferral / active EE | $3,184 | $2,646+20.3% | $5,637-43.5% | $4,310-26.1% |
| Admin fee / account holder | $103 | $154-33.2% | $14,673-99.3% | $188-45.3% |