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 | $2,081 |
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 | $143,357 | $81,474+76.0% | $133,956+7.0% | $73,488+95.1% |
| Participation rate | 63.1% | 76.4%-13.2pp | 79.8%-16.7pp | 70.7%-7.6pp |
| Annual return | 20.89% | 19.40%+1.5pp | 45.09%-24.2pp | 28.51%-7.6pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,258 | $3,786-14.0% | $5,048-35.5% | $3,740-12.9% |
| Admin fee / account holder | $28 | $713-96.0% | $8,927-99.7% | $513-94.5% |