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 | $5,287 |
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 | $76,314 | $59,159+29.0% | $159,960-52.3% | $66,914+14.0% |
| Participation rate | 46.6% | 68.1%-21.6pp | 78.0%-31.4pp | 69.8%-23.2pp |
| Annual return | -18.38% | -12.26%-6.1pp | 408.60%-427.0pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,147 | $1,983-42.2% | $4,226-72.9% | $2,544-54.9% |
| Participant deferral / active EE | $2,487 | $4,395-43.4% | $6,182-59.8% | $4,237-41.3% |
| Admin fee / account holder | $77 | $591-87.0% | $8,698-99.1% | $593-87.1% |