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 | $350 |
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 | $84,017 | $59,535+41.1% | $90,160-6.8% | $62,292+34.9% |
| Participation rate | 57.9% | 73.0%-15.2pp | 76.9%-19.0pp | 69.5%-11.7pp |
| Annual return | 21.98% | 23.53%-1.5pp | 34.88%-12.9pp | 28.90%-6.9pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $10,649 | $4,639+129.6% | $5,288+101.4% | $3,169+236.0% |
| Admin fee / account holder | $4 | $337-98.9% | $5,943-99.9% | $479-99.2% |