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 | -$17,941 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $687,125 | $80,177+757.0% | $123,892+454.6% | $57,658+1091.7% |
| Participation rate | 0.0% | 74.4%-74.4pp | 81.4%-81.4pp | 70.2%-70.2pp |
| Annual return | 4.89% | 17.90%-13.0pp | 47.52%-42.6pp | 5.13%-0.2pp |
| Employer contribution / active EE | $9,527 | $2,913+227.1% | $4,617+106.4% | $1,974+382.7% |
| Participant deferral / active EE | $5,564 | $5,130+8.5% | $5,984-7.0% | $3,061+81.8% |
| Admin fee / account holder | $63 | $106-40.9% | $8,357-99.2% | $95-33.5% |