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 | $4,644 |
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 | $96,775 | $45,031+114.9% | $84,966+13.9% | $77,643+24.6% |
| Participation rate | 64.0% | 48.7%+15.3pp | 67.5%-3.5pp | 70.6%-6.6pp |
| Annual return | 14.55% | 79.22%-64.7pp | 66.38%-51.8pp | 31.24%-16.7pp |
| Employer contribution / active EE | $3,158 | $1,609+96.2% | $2,727+15.8% | $2,726+15.8% |
| Participant deferral / active EE | $7,069 | $2,807+151.8% | $4,519+56.4% | $4,647+52.1% |
| Admin fee / account holder | $15 | $912-98.3% | $6,149-99.7% | $430-96.4% |