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 | $26,804 |
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 | $59,986 | $59,054+1.6% | $97,167-38.3% | $77,671-22.8% |
| Participation rate | 52.2% | 67.9%-15.7pp | 72.7%-20.5pp | 70.6%-18.4pp |
| Annual return | 26.60% | 16.96%+9.6pp | 75.27%-48.7pp | 31.21%-4.6pp |
| Employer contribution / active EE | $2,984 | $1,742+71.3% | $2,729+9.3% | $2,726+9.4% |
| Participant deferral / active EE | $5,982 | $3,930+52.2% | $4,264+40.3% | $4,648+28.7% |
| Admin fee / account holder | $136 | $346-60.7% | $5,650-97.6% | $430-68.4% |