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 4-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 | $8,665 |
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 | $53,867 | $88,324-39.0% | $115,037-53.2% | $55,191-2.4% |
| Participation rate | 18.6% | 72.5%-53.9pp | 81.4%-62.8pp | 69.2%-50.6pp |
| Annual return | 0.91% | 6.30%-5.4pp | 26.14%-25.2pp | 10.78%-9.9pp |
| Employer contribution / active EE | $504 | $2,805-82.0% | $4,608-89.1% | $1,899-73.5% |
| Participant deferral / active EE | $1,050 | $5,042-79.2% | $6,026-82.6% | $3,046-65.5% |
| Admin fee / account holder | $78 | $105-25.9% | $8,175-99.0% | $91-14.0% |