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 35-0145825 | Loan Processing | $13,999 |
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 | $16,149 | $47,977-66.3% | $154,107-89.5% | $56,287-71.3% |
| Participation rate | 60.7% | 66.2%-5.4pp | 83.0%-22.3pp | 69.9%-9.1pp |
| Annual return | -2.11% | 3.54%-5.6pp | 735.12%-737.2pp | -9.96%+7.9pp |
| Employer contribution / active EE | $1,381 | $2,169-36.3% | $5,298-73.9% | $2,111-34.6% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $4 | $438-99.2% | $13,411-100.0% | $521-99.3% |