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 | $3,392 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,904 | $60,795+98.9% | $69,455+74.1% | $65,185+85.5% |
| Participation rate | 64.2% | 74.9%-10.6pp | 74.6%-10.4pp | 70.2%-6.0pp |
| Annual return | 27.40% | 17.46%+9.9pp | 28.97%-1.6pp | 29.38%-2.0pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,561 | $3,162+139.1% | $3,535+113.9% | $3,514+115.2% |
| Admin fee / account holder | $39 | $314-87.7% | $3,839-99.0% | $847-95.4% |