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 | $55,061 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,249 | $36,004-71.5% | $64,105-84.0% | $69,651-85.3% |
| Participation rate | 60.9% | 47.3%+13.6pp | 68.2%-7.3pp | 66.6%-5.7pp |
| Annual return | -2.11% | 4.26%-6.4pp | 791.24%-793.4pp | 53.77%-55.9pp |
| Employer contribution / active EE | $531 | $617-13.9% | $1,820-70.8% | $2,241-76.3% |
| Participant deferral / active EE | $970 | $1,166-16.9% | $2,822-65.6% | $3,635-73.3% |
| Admin fee / account holder | $4 | $49-92.7% | $4,499-99.9% | $63-94.4% |