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 | $3,513 |
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 | $26,669 | $22,714+17.4% | $59,496-55.2% | $55,191-51.7% |
| Participation rate | 18.2% | 37.5%-19.2pp | 54.6%-36.3pp | 69.2%-50.9pp |
| Annual return | 4.57% | -44.01%+48.6pp | 182.05%-177.5pp | 10.78%-6.2pp |
| Employer contribution / active EE | $0 | $418-100.0% | $1,153-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $573 | $843-32.1% | $1,829-68.7% | $3,046-81.2% |
| Admin fee / account holder | $25 | $83-70.1% | $2,232-98.9% | $91-72.6% |