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 | $3,313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $72,968 | $23,385+212.0% | $69,182+5.5% | $57,658+26.6% |
| Participation rate | 20.9% | 37.9%-17.0pp | 55.1%-34.2pp | 70.2%-49.3pp |
| Annual return | 4.49% | -659.34%+663.8pp | -21.93%+26.4pp | 5.13%-0.6pp |
| Employer contribution / active EE | $351 | $422-17.0% | $1,206-70.9% | $1,974-82.2% |
| Participant deferral / active EE | $665 | $843-21.1% | $1,897-64.9% | $3,061-78.3% |
| Admin fee / account holder | $18 | $82-77.7% | $2,697-99.3% | $95-80.6% |