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 9-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 | $2,302 |
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 | $25,405 | $80,753-68.5% | $136,294-81.4% | $62,292-59.2% |
| Participation rate | 31.1% | 73.5%-42.5pp | 81.9%-50.9pp | 69.5%-38.5pp |
| Annual return | 27.88% | 35.83%-8.0pp | 5155.94%-5128.1pp | 28.90%-1.0pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,441 | $5,164-33.4% | $6,247-44.9% | $3,169+8.6% |
| Admin fee / account holder | $18 | $525-96.5% | $9,243-99.8% | $479-96.2% |