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 | $3,218 |
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 | $74,805 | $34,677+115.7% | $77,024-2.9% | $64,808+15.4% |
| Participation rate | 68.0% | 49.8%+18.1pp | 67.9%+0.1pp | 71.5%-3.5pp |
| Annual return | 9.84% | -5.33%+15.2pp | 42.32%-32.5pp | 32.82%-23.0pp |
| Employer contribution / active EE | $3,082 | $1,370+125.0% | $2,812+9.6% | $2,506+23.0% |
| Participant deferral / active EE | $6,290 | $2,556+146.0% | $4,426+42.1% | $4,310+45.9% |
| Admin fee / account holder | $13 | $179-92.8% | $5,425-99.8% | $188-93.2% |