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 | $8,684 |
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 | $58,803 | $66,310-11.3% | $93,606-37.2% | $65,185-9.8% |
| Participation rate | 42.8% | 74.0%-31.2pp | 75.8%-33.1pp | 70.2%-27.4pp |
| Annual return | 22.37% | 42.58%-20.2pp | 32.76%-10.4pp | 29.38%-7.0pp |
| Employer contribution / active EE | $0 | $2,012-100.0% | $2,718-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,692 | $3,342-49.4% | $4,069-58.4% | $3,514-51.9% |
| Admin fee / account holder | $109 | $6,897-98.4% | $7,888-98.6% | $847-87.2% |