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 | $1,883 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $19,736 | $50,898-61.2% | $171,082-88.5% | $55,167-64.2% |
| Participation rate | 36.3% | 63.3%-27.0pp | 76.7%-40.4pp | 69.0%-32.7pp |
| Annual return | 7.25% | 15.34%-8.1pp | 32.56%-25.3pp | 169.23%-162.0pp |
| Employer contribution / active EE | $410 | $1,433-71.4% | $4,002-89.7% | $1,963-79.1% |
| Participant deferral / active EE | $841 | $2,994-71.9% | $4,797-82.5% | $3,054-72.5% |
| Admin fee / account holder | $35 | $500-93.0% | $8,520-99.6% | $504-93.1% |