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 27-1835823 | Loan Processing | $6,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,843 | $47,977-77.4% | $154,107-93.0% | $56,287-80.7% |
| Participation rate | 57.9% | 66.2%-8.2pp | 83.0%-25.1pp | 69.9%-11.9pp |
| Annual return | -3.28% | 3.54%-6.8pp | 735.12%-738.4pp | -9.96%+6.7pp |
| Employer contribution / active EE | $776 | $2,169-64.2% | $5,298-85.4% | $2,111-63.3% |
| Participant deferral / active EE | $851 | $2,392-64.4% | $5,081-83.2% | $3,350-74.6% |
| Admin fee / account holder | $131 | $438-70.2% | $13,411-99.0% | $521-74.9% |