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 | $3,677 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,101 | $136,266-22.9% | $90,749+15.8% | $77,904+34.9% |
| Participation rate | 65.1% | 86.6%-21.6pp | 75.7%-10.6pp | 73.7%-8.6pp |
| Annual return | -18.93% | -11.32%-7.6pp | -12.16%-6.8pp | 12.21%-31.1pp |
| Employer contribution / active EE | $1,984 | $4,215-52.9% | $2,921-32.1% | $2,848-30.3% |
| Participant deferral / active EE | $4,697 | $6,353-26.1% | $4,564+2.9% | $4,806-2.3% |
| Admin fee / account holder | $4 | $399-99.1% | $8,445-100.0% | $133-97.2% |