Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $1,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,660 | $101,499+23.8% | $147,005-14.5% | $74,546+68.6% |
| Participation rate | 63.4% | 75.5%-12.1pp | 82.2%-18.8pp | 67.2%-3.8pp |
| Annual return | 15.27% | 8732.34%-8717.1pp | 418.76%-403.5pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $1,129 | $3,811-70.4% | $4,934-77.1% | $2,624-57.0% |
| Participant deferral / active EE | $8,750 | $7,304+19.8% | $8,070+8.4% | $4,347+101.3% |
| Admin fee / account holder | $6 | $1,748-99.7% | $13,006-100.0% | $1,944-99.7% |