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 35-0145825 | Loan Processing | $1,111 |
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 | $59,439 | $65,322-9.0% | $70,449-15.6% | $73,488-19.1% |
| Participation rate | 50.5% | 77.0%-26.5pp | 75.1%-24.6pp | 70.7%-20.2pp |
| Annual return | 13.47% | 15.71%-2.2pp | 109.03%-95.6pp | 28.51%-15.0pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,484 | $3,375-56.0% | $3,709-60.0% | $3,740-60.3% |
| Admin fee / account holder | $2 | $214-98.9% | $3,845-99.9% | $513-99.5% |