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 | $2,525 |
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 | $83,583 | $46,292+80.6% | $143,757-41.9% | $64,808+29.0% |
| Participation rate | 66.7% | 64.2%+2.5pp | 80.3%-13.6pp | 71.5%-4.8pp |
| Annual return | 17.18% | -10.05%+27.2pp | -0.04%+17.2pp | 32.82%-15.6pp |
| Employer contribution / active EE | $634 | $1,910-66.8% | $4,951-87.2% | $2,506-74.7% |
| Participant deferral / active EE | $3,401 | $2,646+28.6% | $5,637-39.7% | $4,310-21.1% |
| Admin fee / account holder | $7 | $154-95.6% | $14,673-100.0% | $188-96.4% |