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 10-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 | $23,160 |
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 | $121,686 | $61,052+99.3% | $142,863-14.8% | $79,386+53.3% |
| Participation rate | 65.8% | 60.1%+5.7pp | 71.9%-6.1pp | 70.7%-4.9pp |
| Annual return | 14.16% | 16.02%-1.9pp | 5637.54%-5623.4pp | 116.85%-102.7pp |
| Employer contribution / active EE | $2,266 | $1,481+53.0% | $4,144-45.3% | $2,427-6.7% |
| Participant deferral / active EE | $4,388 | $2,879+52.4% | $3,837+14.4% | $4,046+8.5% |
| Admin fee / account holder | $221 | $659-66.5% | $6,560-96.6% | $626-64.8% |