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 | $6,084 |
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 | $38,146 | $56,629-32.6% | $77,999-51.1% | $55,167-30.9% |
| Participation rate | 66.9% | 73.3%-6.4pp | 75.5%-8.6pp | 69.0%-2.1pp |
| Annual return | 8.21% | 2866.98%-2858.8pp | 425.96%-417.8pp | 169.23%-161.0pp |
| Employer contribution / active EE | $11 | $1,723-99.4% | $2,470-99.6% | $1,963-99.4% |
| Participant deferral / active EE | $2,232 | $2,777-19.6% | $3,497-36.2% | $3,054-26.9% |
| Admin fee / account holder | $60 | $467-87.1% | $5,480-98.9% | $504-88.0% |