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 | $15,301 |
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 | $25,101 | $58,879-57.4% | $178,490-85.9% | $73,488-65.8% |
| Participation rate | 55.6% | 66.2%-10.6pp | 81.9%-26.3pp | 70.7%-15.1pp |
| Annual return | 16.32% | 24.86%-8.5pp | 151.07%-134.8pp | 28.51%-12.2pp |
| Employer contribution / active EE | $1,418 | $2,236-36.6% | $5,011-71.7% | $2,270-37.6% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4 | $400-99.1% | $13,984-100.0% | $513-99.3% |