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 | $425 |
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 | $90,310 | $49,138+83.8% | $84,015+7.5% | $65,185+38.5% |
| Participation rate | 35.0% | 60.7%-25.7pp | 69.0%-34.0pp | 70.2%-35.2pp |
| Annual return | 23.48% | 23.00%+0.5pp | 71.31%-47.8pp | 29.38%-5.9pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,620 | $2,397+9.3% | $3,239-19.1% | $3,514-25.4% |
| Admin fee / account holder | $16 | $543-97.1% | $6,101-99.7% | $847-98.2% |