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 | -$3,404 |
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 | $52,200 | $155,795-66.5% | $136,294-61.7% | $69,631-25.0% |
| Participation rate | 55.9% | 75.2%-19.3pp | 81.9%-26.0pp | 70.7%-14.8pp |
| Annual return | 25.82% | 232464.33%-232438.5pp | 5155.94%-5130.1pp | 27571.02%-27545.2pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $5,003 | $5,394-7.2% | $6,247-19.9% | $3,224+55.2% |
| Admin fee / account holder | $6 | $128-95.4% | $9,243-99.9% | $110-94.7% |