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 | $6,979 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $54,480 | $79,519-31.5% | $95,952-43.2% | $73,409-25.8% |
| Participation rate | 67.8% | 81.2%-13.4pp | 77.1%-9.3pp | 72.2%-4.4pp |
| Annual return | 4.10% | 19.20%-15.1pp | 91.61%-87.5pp | 59.29%-55.2pp |
| Employer contribution / active EE | $1,041 | $2,048-49.2% | $2,541-59.0% | $2,234-53.4% |
| Participant deferral / active EE | $2,643 | $4,138-36.1% | $4,167-36.6% | $3,805-30.5% |
| Admin fee / account holder | $36 | $184-80.5% | $6,795-99.5% | $158-77.2% |