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 | $11,361 |
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 | $84,555 | $99,078-14.7% | $96,544-12.4% | $74,419+13.6% |
| Participation rate | 34.6% | 80.7%-46.0pp | 76.0%-41.3pp | 70.7%-36.1pp |
| Annual return | 16.62% | 22.48%-5.9pp | 25.84%-9.2pp | 34.38%-17.8pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,896 | $4,933-61.6% | $4,851-60.9% | $4,528-58.1% |
| Admin fee / account holder | $92 | $225-59.2% | $8,252-98.9% | $348-73.7% |