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 | $11,058 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $91,214 | $79,519+14.7% | $95,952-4.9% | $73,409+24.3% |
| Participation rate | 31.2% | 81.2%-50.0pp | 77.1%-45.9pp | 72.2%-41.0pp |
| Annual return | 12.96% | 19.20%-6.2pp | 91.61%-78.7pp | 59.29%-46.3pp |
| Employer contribution / active EE | $0 | $2,048-100.0% | $2,541-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,745 | $4,138-57.8% | $4,167-58.1% | $3,805-54.2% |
| Admin fee / account holder | $84 | $184-54.5% | $6,795-98.8% | $158-46.9% |