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 | $1,013 |
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 | $92,314 | $58,726+57.2% | $92,233+0.1% | $62,292+48.2% |
| Participation rate | 68.2% | 68.3%-0.2pp | 76.5%-8.3pp | 69.5%-1.3pp |
| Annual return | 17.89% | 43.62%-25.7pp | 176.28%-158.4pp | 28.90%-11.0pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,378 | $2,766+130.6% | $3,897+63.7% | $3,169+101.2% |
| Admin fee / account holder | $6 | $556-98.9% | $5,194-99.9% | $479-98.7% |