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 | $12,016 |
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 | $89,557 | $59,186+51.3% | $76,768+16.7% | $56,287+59.1% |
| Participation rate | 58.3% | 75.2%-16.9pp | 77.0%-18.6pp | 69.9%-11.5pp |
| Annual return | 1.07% | 6.62%-5.5pp | 2.43%-1.4pp | -9.96%+11.0pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $8,875 | $3,255+172.7% | $3,852+130.4% | $3,350+164.9% |
| Admin fee / account holder | $84 | $489-82.9% | $6,675-98.7% | $521-84.0% |