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 9-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 | $3,882 |
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 | $37,069 | $65,435-43.3% | $86,677-57.2% | $66,914-44.6% |
| Participation rate | 56.3% | 75.5%-19.1pp | 76.6%-20.2pp | 69.8%-13.5pp |
| Annual return | -17.76% | -10.89%-6.9pp | 35.91%-53.7pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,204 | $2,153-44.1% | $2,836-57.6% | $2,544-52.7% |
| Participant deferral / active EE | $2,676 | $4,100-34.7% | $4,656-42.5% | $4,237-36.8% |
| Admin fee / account holder | $40 | $642-93.8% | $7,493-99.5% | $593-93.3% |