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 | $4,029 |
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 | $53,057 | $60,545-12.4% | $92,233-42.5% | $69,631-23.8% |
| Participation rate | 23.6% | 72.2%-48.6pp | 76.5%-52.9pp | 70.7%-47.1pp |
| Annual return | 14.27% | 19.71%-5.4pp | 176.28%-162.0pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $574 | $2,633-78.2% | $3,679-84.4% | $2,032-71.8% |
| Participant deferral / active EE | $1,095 | $2,828-61.3% | $3,897-71.9% | $3,224-66.0% |
| Admin fee / account holder | $49 | $145-66.1% | $5,194-99.1% | $110-55.5% |