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 | $1,481 |
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 | $163,727 | $69,362+136.0% | $101,248+61.7% | $73,488+122.8% |
| Participation rate | 50.0% | 68.4%-18.4pp | 75.8%-25.8pp | 70.7%-20.7pp |
| Annual return | 25.73% | 18.46%+7.3pp | 46.47%-20.7pp | 28.51%-2.8pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,480 | $3,300+5.5% | $4,370-20.4% | $3,740-6.9% |
| Admin fee / account holder | $15 | $704-97.8% | $5,945-99.7% | $513-97.0% |