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 | $2,475 |
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 | $26,866 | $88,122-69.5% | $141,162-81.0% | $67,579-60.2% |
| Participation rate | 34.0% | 76.5%-42.5pp | 82.5%-48.5pp | 71.3%-37.3pp |
| Annual return | 38.38% | 75.40%-37.0pp | 71.39%-33.0pp | 378.56%-340.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,846 | $5,958-35.4% | $6,709-42.7% | $3,539+8.7% |
| Admin fee / account holder | $12 | $131-90.5% | $10,261-99.9% | $142-91.3% |