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 | $16,098 |
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.
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 | $3,507 | $34,220-89.8% | $73,843-95.3% | $59,188-94.1% |
| Participation rate | 12.2% | 59.1%-47.0pp | 73.4%-61.3pp | 69.4%-57.3pp |
| Annual return | 74.73% | 3.36%+71.4pp | 2267.84%-2193.1pp | 5.51%+69.2pp |
| Employer contribution / active EE | $2 | $1,480-99.9% | $2,787-99.9% | $2,098-99.9% |
| Participant deferral / active EE | $377 | $2,035-81.5% | $3,583-89.5% | $3,265-88.4% |
| Admin fee / account holder | $37 | $64-43.0% | $4,880-99.3% | $92-60.4% |