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 | $13,528 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,292 | $54,350-53.5% | $82,719-69.4% | $68,494-63.1% |
| Participation rate | 59.8% | 63.9%-4.1pp | 72.6%-12.8pp | 67.9%-8.1pp |
| Annual return | -16.61% | -13.67%-2.9pp | 701.18%-717.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,786 | $2,218+25.6% | $3,009-7.4% | $2,596+7.3% |
| Participant deferral / active EE | $631 | $3,246-80.6% | $4,395-85.6% | $4,027-84.3% |
| Admin fee / account holder | $202 | $4,395-95.4% | $5,329-96.2% | $5,403-96.3% |