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 | $16,182 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $96,100 | $65,908+45.8% | $81,812+17.5% | $77,643+23.8% |
| Participation rate | 17.2% | 65.8%-48.6pp | 72.3%-55.2pp | 70.6%-53.4pp |
| Annual return | 10.49% | 26.64%-16.2pp | 773.79%-763.3pp | 31.24%-20.7pp |
| Employer contribution / active EE | $515 | $2,370-78.3% | $2,912-82.3% | $2,726-81.1% |
| Participant deferral / active EE | $1,107 | $3,505-68.4% | $4,319-74.4% | $4,647-76.2% |
| Admin fee / account holder | $196 | $526-62.8% | $7,386-97.3% | $430-54.5% |