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 | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $23,751 | $44,059-46.1% | $71,671-66.9% | $69,631-65.9% |
| Participation rate | 10.8% | 60.8%-50.0pp | 68.7%-58.0pp | 70.7%-59.9pp |
| Annual return | 20.32% | 21.97%-1.7pp | 20.65%-0.3pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $369 | $1,305-71.7% | $2,460-85.0% | $2,032-81.8% |
| Participant deferral / active EE | $659 | $2,370-72.2% | $3,438-80.8% | $3,224-79.6% |
| Admin fee / account holder | $4 | $108-96.0% | $5,558-99.9% | $110-96.1% |