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 | $1,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $36,214 | $84,233-57.0% | $170,442-78.8% | $70,131-48.4% |
| Participation rate | 66.0% | 70.8%-4.9pp | 83.6%-17.6pp | 69.5%-3.6pp |
| Annual return | 22.77% | 23.06%-0.3pp | 205.93%-183.2pp | 73.14%-50.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $956 | $3,086-69.0% | $4,939-80.7% | $3,332-71.3% |
| Admin fee / account holder | $14 | $5,698-99.8% | $13,880-99.9% | $4,645-99.7% |