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 | $17,914 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,840 | $100,923+5.9% | $150,045-28.8% | $74,304+43.8% |
| Participation rate | 67.6% | 70.1%-2.5pp | 82.3%-14.8pp | 60.3%+7.2pp |
| Annual return | 15.45% | 51.77%-36.3pp | 62.55%-47.1pp | 29.43%-14.0pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $11,538 | $6,709+72.0% | $7,997+44.3% | $3,767+206.3% |
| Admin fee / account holder | $137 | $2,767-95.1% | $13,435-99.0% | $2,969-95.4% |