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 | $3,174 |
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 | $123,152 | $86,332+42.6% | $125,175-1.6% | $65,185+88.9% |
| Participation rate | 65.3% | 75.3%-10.0pp | 79.8%-14.5pp | 70.2%-4.9pp |
| Annual return | 22.84% | 27.43%-4.6pp | 43.79%-20.9pp | 29.38%-6.5pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,319 | $3,537-6.2% | $4,937-32.8% | $3,514-5.5% |
| Admin fee / account holder | $44 | $609-92.8% | $9,702-99.5% | $847-94.8% |