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 | $5,198 |
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 | $39,405 | $54,541-27.8% | $78,778-50.0% | $70,131-43.8% |
| Participation rate | 34.4% | 60.8%-26.4pp | 69.2%-34.8pp | 69.5%-35.1pp |
| Annual return | 16.08% | 21.07%-5.0pp | 35.62%-19.5pp | 73.14%-57.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,160 | $2,210-47.5% | $2,958-60.8% | $3,332-65.2% |
| Admin fee / account holder | $100 | $3,709-97.3% | $5,134-98.1% | $4,645-97.8% |