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 | $5,794 |
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 | $58,541 | $38,925+50.4% | $73,843-20.7% | $55,191+6.1% |
| Participation rate | 37.2% | 66.0%-28.9pp | 73.4%-36.3pp | 69.2%-32.0pp |
| Annual return | 0.80% | 6.31%-5.5pp | 2267.84%-2267.0pp | 10.78%-10.0pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $2,787-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,518 | $2,351-35.4% | $3,583-57.6% | $3,046-50.2% |
| Admin fee / account holder | $33 | $83-60.3% | $4,880-99.3% | $91-63.7% |