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 | $15,813 |
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 | $106,761 | $65,376+63.3% | $87,100+22.6% | $65,185+63.8% |
| Participation rate | 68.0% | 75.3%-7.4pp | 76.9%-8.9pp | 70.2%-2.2pp |
| Annual return | 27.27% | 31.27%-4.0pp | 28.19%-0.9pp | 29.38%-2.1pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $10,295 | $3,388+203.8% | $4,049+154.3% | $3,514+193.0% |
| Admin fee / account holder | $111 | $520-78.6% | $7,497-98.5% | $847-86.9% |