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 | $1,325 |
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 | $22,038 | $38,925-43.4% | $73,843-70.2% | $55,191-60.1% |
| Participation rate | 15.6% | 66.0%-50.4pp | 73.4%-57.8pp | 69.2%-53.6pp |
| Annual return | 10.96% | 6.31%+4.6pp | 2267.84%-2256.9pp | 10.78%+0.2pp |
| Employer contribution / active EE | $240 | $1,695-85.8% | $2,787-91.4% | $1,899-87.4% |
| Participant deferral / active EE | $618 | $2,351-73.7% | $3,583-82.8% | $3,046-79.7% |
| Admin fee / account holder | $13 | $83-83.8% | $4,880-99.7% | $91-85.3% |