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 | $320,729 |
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 | $58,076 | $96,188-39.6% | $76,002-23.6% | $99,061-41.4% |
| Participation rate | 63.1% | 72.7%-9.6pp | 69.1%-6.0pp | 71.6%-8.5pp |
| Annual return | 47.09% | 16.48%+30.6pp | 360.07%-313.0pp | 17.66%+29.4pp |
| Employer contribution / active EE | $2,214 | $3,167-30.1% | $2,688-17.7% | $3,261-32.1% |
| Participant deferral / active EE | $3,598 | $4,842-25.7% | $4,257-15.5% | $5,331-32.5% |
| Admin fee / account holder | $71 | $87-18.9% | $6,414-98.9% | $109-35.0% |