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 | $7,777 |
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 | $33,499 | $80,177-58.2% | $123,892-73.0% | $57,658-41.9% |
| Participation rate | 56.3% | 74.4%-18.1pp | 81.4%-25.1pp | 70.2%-13.9pp |
| Annual return | 12.33% | 17.90%-5.6pp | 47.52%-35.2pp | 5.13%+7.2pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $6,996 | $5,130+36.4% | $5,984+16.9% | $3,061+128.6% |
| Admin fee / account holder | $28 | $106-73.7% | $8,357-99.7% | $95-70.5% |