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 | $17,193 |
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 | $28,625 | $61,156-53.2% | $185,823-84.6% | $79,386-63.9% |
| Participation rate | 60.3% | 66.6%-6.4pp | 81.7%-21.4pp | 70.7%-10.4pp |
| Annual return | 13.76% | 19.45%-5.7pp | 122.05%-108.3pp | 116.85%-103.1pp |
| Employer contribution / active EE | $1,362 | $2,321-41.3% | $5,167-73.6% | $2,427-43.9% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $3 | $710-99.6% | $16,237-100.0% | $626-99.5% |