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 | $895 |
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 | $75,023 | $51,244+46.4% | $80,975-7.3% | $55,167+36.0% |
| Participation rate | 50.0% | 71.7%-21.7pp | 75.8%-25.8pp | 69.0%-19.0pp |
| Annual return | 8.84% | 17.39%-8.6pp | 17.10%-8.3pp | 169.23%-160.4pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,714-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,845 | $4,418+9.7% | $5,696-14.9% | $3,054+58.7% |
| Admin fee / account holder | $9 | $398-97.7% | $5,516-99.8% | $504-98.2% |