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 | $3,575 |
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 | $78,866 | $69,159+14.0% | $125,175-37.0% | $67,579+16.7% |
| Participation rate | 55.7% | 78.2%-22.5pp | 79.8%-24.1pp | 71.3%-15.6pp |
| Annual return | 22.80% | 27.12%-4.3pp | 43.79%-21.0pp | 378.56%-355.8pp |
| Employer contribution / active EE | $567 | $2,023-72.0% | $3,865-85.3% | $2,148-73.6% |
| Participant deferral / active EE | $3,748 | $3,700+1.3% | $4,937-24.1% | $3,539+5.9% |
| Admin fee / account holder | $20 | $142-86.1% | $9,702-99.8% | $142-86.1% |