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 | $17,922 |
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 | $34,356 | $73,360-53.2% | $177,989-80.7% | $74,495-53.9% |
| Participation rate | 65.8% | 66.6%-0.8pp | 77.1%-11.2pp | 67.2%-1.4pp |
| Annual return | 15.01% | 17.49%-2.5pp | 294.48%-279.5pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $1,098 | $2,216-50.5% | $3,949-72.2% | $2,623-58.1% |
| Participant deferral / active EE | $4,227 | $4,513-6.3% | $6,276-32.6% | $4,346-2.7% |
| Admin fee / account holder | $131 | $1,808-92.7% | $10,363-98.7% | $1,942-93.2% |