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 | $275 |
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 | $100,594 | $58,655+71.5% | $91,989+9.4% | $65,185+54.3% |
| Participation rate | 68.3% | 75.3%-7.0pp | 78.6%-10.4pp | 70.2%-1.9pp |
| Annual return | 30.67% | 33.92%-3.2pp | 69.02%-38.3pp | 29.38%+1.3pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,452-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $12,849 | $5,474+134.7% | $5,923+116.9% | $3,514+265.7% |
| Admin fee / account holder | $17 | $434-96.0% | $7,743-99.8% | $847-98.0% |