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 | $11,035 |
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 | $78,731 | $72,254+9.0% | $86,677-9.2% | $64,808+21.5% |
| Participation rate | 28.5% | 80.4%-51.9pp | 76.6%-48.0pp | 71.5%-42.9pp |
| Annual return | -14.51% | 392.42%-406.9pp | 35.91%-50.4pp | 32.82%-47.3pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,836-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,713 | $4,658-63.2% | $4,656-63.2% | $4,310-60.2% |
| Admin fee / account holder | $93 | $174-46.3% | $7,493-98.8% | $188-50.3% |