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 35-0145825 | Loan Processing | $12,500 |
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 | $29,680 | $45,152-34.3% | $73,843-59.8% | $59,632-50.2% |
| Participation rate | 29.9% | 64.0%-34.1pp | 73.4%-43.5pp | 68.7%-38.8pp |
| Annual return | 0.07% | 27.40%-27.3pp | 2267.84%-2267.8pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $223 | $1,902-88.3% | $2,787-92.0% | $2,203-89.9% |
| Participant deferral / active EE | $590 | $2,574-77.1% | $3,583-83.5% | $3,192-81.5% |
| Admin fee / account holder | $21 | $3,516-99.4% | $4,880-99.6% | $4,297-99.5% |