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 | $4,763 |
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 | $46,655 | $61,272-23.9% | $149,673-68.8% | $71,457-34.7% |
| Participation rate | 49.2% | 62.5%-13.3pp | 78.8%-29.6pp | 67.9%-18.7pp |
| Annual return | 19.04% | 35.85%-16.8pp | 134.42%-115.4pp | 28.85%-9.8pp |
| Employer contribution / active EE | $1,407 | $2,378-40.8% | $4,818-70.8% | $2,588-45.6% |
| Participant deferral / active EE | $2,781 | $2,917-4.7% | $5,680-51.0% | $4,289-35.2% |
| Admin fee / account holder | $21 | $1,261-98.3% | $13,210-99.8% | $1,587-98.7% |