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 4-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 | $36,244 |
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 | $83,352 | $55,371+50.5% | $95,585-12.8% | $74,304+12.2% |
| Participation rate | 68.8% | 53.8%+15.0pp | 72.1%-3.2pp | 60.3%+8.5pp |
| Annual return | 23.48% | 24.26%-0.8pp | 38.56%-15.1pp | 29.43%-6.0pp |
| Employer contribution / active EE | $3,826 | $1,437+166.2% | $2,527+51.4% | $2,241+70.7% |
| Participant deferral / active EE | $8,799 | $2,955+197.7% | $4,023+118.7% | $3,767+133.6% |
| Admin fee / account holder | $186 | $2,620-92.9% | $6,127-97.0% | $2,969-93.7% |