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 | $9,831 |
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 | $37,410 | $52,884-29.3% | $84,750-55.9% | $55,167-32.2% |
| Participation rate | 38.9% | 67.5%-28.6pp | 76.6%-37.7pp | 69.0%-30.1pp |
| Annual return | 10.54% | 18.03%-7.5pp | 22.78%-12.2pp | 169.23%-158.7pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,197 | $2,644-54.7% | $3,712-67.7% | $3,054-60.8% |
| Admin fee / account holder | $197 | $581-66.1% | $5,332-96.3% | $504-61.0% |