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 | $11,783 |
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 | $26,190 | $48,076-45.5% | $78,689-66.7% | $62,891-58.4% |
| Participation rate | 40.0% | 65.2%-25.2pp | 73.6%-33.6pp | 69.3%-29.3pp |
| Annual return | 5.04% | 31.35%-26.3pp | 62.18%-57.1pp | 20.14%-15.1pp |
| Employer contribution / active EE | $227 | $2,015-88.7% | $2,851-92.0% | $2,281-90.0% |
| Participant deferral / active EE | $639 | $2,588-75.3% | $3,517-81.8% | $3,203-80.1% |
| Admin fee / account holder | $18 | $3,207-99.4% | $4,510-99.6% | $4,296-99.6% |