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 | $19,615 |
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 | $94,628 | $48,335+95.8% | $121,098-21.9% | $71,457+32.4% |
| Participation rate | 35.3% | 54.3%-19.0pp | 69.5%-34.2pp | 67.9%-32.7pp |
| Annual return | 17.51% | 23.32%-5.8pp | 985.75%-968.2pp | 28.85%-11.3pp |
| Employer contribution / active EE | $1,161 | $1,489-22.0% | $4,164-72.1% | $2,588-55.1% |
| Participant deferral / active EE | $1,983 | $2,754-28.0% | $4,080-51.4% | $4,289-53.8% |
| Admin fee / account holder | $187 | $1,841-89.9% | $5,644-96.7% | $1,587-88.2% |