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 | $8,371 |
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 | $67,521 | $55,182+22.4% | $73,307-7.9% | $55,191+22.3% |
| Participation rate | 57.4% | 73.9%-16.6pp | 74.9%-17.5pp | 69.2%-11.8pp |
| Annual return | -0.13% | 8.55%-8.7pp | 5.67%-5.8pp | 10.78%-10.9pp |
| Employer contribution / active EE | $313 | $1,935-83.8% | $3,237-90.3% | $1,899-83.5% |
| Participant deferral / active EE | $3,254 | $4,641-29.9% | $4,991-34.8% | $3,046+6.8% |
| Admin fee / account holder | $38 | $68-44.6% | $5,637-99.3% | $91-58.2% |