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 | $2,263 |
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 | $57,422 | $57,096+0.6% | $94,224-39.1% | $55,191+4.0% |
| Participation rate | 47.4% | 75.7%-28.3pp | 78.8%-31.4pp | 69.2%-21.8pp |
| Annual return | 0.66% | 159.65%-159.0pp | 10.68%-10.0pp | 10.78%-10.1pp |
| Employer contribution / active EE | $397 | $1,708-76.7% | $3,587-88.9% | $1,899-79.1% |
| Participant deferral / active EE | $3,242 | $3,165+2.4% | $4,320-25.0% | $3,046+6.4% |
| Admin fee / account holder | $15 | $89-83.6% | $6,269-99.8% | $91-83.9% |