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 9-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 | $663 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $17,686 | $47,977-63.1% | $154,107-88.5% | $56,287-68.6% |
| Participation rate | 59.2% | 66.2%-7.0pp | 83.0%-23.9pp | 69.9%-10.7pp |
| Annual return | -8.24% | 3.54%-11.8pp | 735.12%-743.4pp | -9.96%+1.7pp |
| Employer contribution / active EE | $1,466 | $2,169-32.4% | $5,298-72.3% | $2,111-30.5% |
| Participant deferral / active EE | $2,876 | $2,392+20.2% | $5,081-43.4% | $3,350-14.2% |
| Admin fee / account holder | $4 | $438-99.2% | $13,411-100.0% | $521-99.3% |