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 | $7,366 |
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 | $48,802 | $63,299-22.9% | $91,001-46.4% | $62,292-21.7% |
| Participation rate | 66.2% | 73.3%-7.2pp | 75.6%-9.4pp | 69.5%-3.4pp |
| Annual return | 19.83% | 20.99%-1.2pp | 4.60%+15.2pp | 28.90%-9.1pp |
| Employer contribution / active EE | $1 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,724 | $2,943-7.4% | $3,547-23.2% | $3,169-14.1% |
| Admin fee / account holder | $74 | $468-84.2% | $5,417-98.6% | $479-84.6% |