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 4-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 | $5,138 |
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 | $40,837 | $61,156-33.2% | $185,823-78.0% | $79,386-48.6% |
| Participation rate | 61.8% | 66.6%-4.8pp | 81.7%-19.9pp | 70.7%-8.9pp |
| Annual return | 18.43% | 19.45%-1.0pp | 122.05%-103.6pp | 116.85%-98.4pp |
| Employer contribution / active EE | $878 | $2,321-62.1% | $5,167-83.0% | $2,427-63.8% |
| Participant deferral / active EE | $2,756 | $2,789-1.2% | $5,568-50.5% | $4,046-31.9% |
| Admin fee / account holder | $64 | $710-90.9% | $16,237-99.6% | $626-89.7% |