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 | $294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,693 | $62,267-68.4% | $110,238-82.1% | $55,725-64.7% |
| Participation rate | 56.0% | 78.1%-22.2pp | 79.8%-23.8pp | 70.9%-14.9pp |
| Annual return | -3.46% | -1.07%-2.4pp | 314.74%-318.2pp | 244.93%-248.4pp |
| Employer contribution / active EE | $1,358 | $1,941-30.0% | $3,826-64.5% | $2,078-34.6% |
| Participant deferral / active EE | $2,276 | $3,516-35.3% | $4,672-51.3% | $3,356-32.2% |
| Admin fee / account holder | $2 | $121-98.6% | $8,547-100.0% | $115-98.5% |