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 | $11,399 |
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 | $93,201 | $50,815+83.4% | $155,509-40.1% | $77,643+20.0% |
| Participation rate | 64.7% | 63.1%+1.6pp | 78.2%-13.5pp | 70.6%-5.9pp |
| Annual return | 14.89% | 34.80%-19.9pp | 64.67%-49.8pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,903 | $1,993-4.5% | $4,672-59.3% | $2,726-30.2% |
| Participant deferral / active EE | $4,858 | $2,822+72.1% | $5,626-13.7% | $4,647+4.5% |
| Admin fee / account holder | $27 | $437-93.8% | $15,912-99.8% | $430-93.7% |