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 | $4,088 |
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 | $101,720 | $47,126+115.8% | $149,673-32.0% | $74,419+36.7% |
| Participation rate | 68.1% | 63.4%+4.7pp | 78.8%-10.6pp | 70.7%-2.6pp |
| Annual return | 18.30% | 22.75%-4.5pp | 134.42%-116.1pp | 34.38%-16.1pp |
| Employer contribution / active EE | $2,799 | $1,905+46.9% | $4,818-41.9% | $2,637+6.1% |
| Participant deferral / active EE | $4,836 | $2,728+77.3% | $5,680-14.9% | $4,528+6.8% |
| Admin fee / account holder | $17 | $343-95.2% | $13,210-99.9% | $348-95.2% |