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 | $12,050 |
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 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 | $54,392 | $41,281+31.8% | $109,313-50.2% | $57,658-5.7% |
| Participation rate | 54.5% | 59.3%-4.8pp | 71.3%-16.7pp | 70.2%-15.7pp |
| Annual return | 5.87% | 8.97%-3.1pp | 22.07%-16.2pp | 5.13%+0.7pp |
| Employer contribution / active EE | $941 | $1,201-21.7% | $3,892-75.8% | $1,974-52.3% |
| Participant deferral / active EE | $2,286 | $2,223+2.8% | $3,166-27.8% | $3,061-25.3% |
| Admin fee / account holder | $55 | $75-27.4% | $5,666-99.0% | $95-42.2% |