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 | $525 |
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 | $134,397 | $63,114+112.9% | $92,893+44.7% | $65,185+106.2% |
| Participation rate | 48.6% | 68.8%-20.2pp | 76.0%-27.4pp | 70.2%-21.6pp |
| Annual return | 25.09% | 28.75%-3.7pp | 109.41%-84.3pp | 29.38%-4.3pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,159 | $3,108+1.7% | $4,236-25.4% | $3,514-10.1% |
| Admin fee / account holder | $5 | $624-99.1% | $5,794-99.9% | $847-99.4% |