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 8-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 | $28,684 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $35,067 | $66,813-47.5% | $100,516-65.1% | $73,488-52.3% |
| Participation rate | 61.0% | 77.5%-16.4pp | 79.4%-18.4pp | 70.7%-9.6pp |
| Annual return | 20.53% | 25.70%-5.2pp | 30.89%-10.4pp | 28.51%-8.0pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,705 | $5,883-3.0% | $6,270-9.0% | $3,740+52.6% |
| Admin fee / account holder | $104 | $512-79.8% | $8,081-98.7% | $513-79.8% |