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 | $20,916 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,104 | $71,957-56.8% | $67,652-54.0% | $59,188-47.5% |
| Participation rate | 58.0% | 82.7%-24.6pp | 75.7%-17.6pp | 69.4%-11.4pp |
| Annual return | 4.00% | 8.53%-4.5pp | 6625.04%-6621.0pp | 5.51%-1.5pp |
| Employer contribution / active EE | $1,447 | $2,432-40.5% | $2,266-36.1% | $2,098-31.0% |
| Participant deferral / active EE | $3,078 | $4,211-26.9% | $3,560-13.5% | $3,265-5.7% |
| Admin fee / account holder | $22 | $64-65.9% | $4,821-99.5% | $92-76.3% |