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 | $894,394 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,996 | $106,520-76.5% | $189,557-86.8% | $106,520-76.5% |
| Participation rate | 58.3% | 71.3%-13.0pp | 78.4%-20.1pp | 71.3%-13.0pp |
| Annual return | 22.07% | 19.28%+2.8pp | 64.17%-42.1pp | 19.28%+2.8pp |
| Employer contribution / active EE | $0 | $2,840-100.0% | $4,412-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $1,361 | $4,948-72.5% | $6,174-77.9% | $4,948-72.5% |
| Admin fee / account holder | $43 | $75-41.8% | $9,807-99.6% | $75-41.8% |