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 | $8,165 |
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 | $67,169 | $56,640+18.6% | $80,975-17.0% | $57,658+16.5% |
| Participation rate | 53.1% | 75.9%-22.8pp | 75.8%-22.7pp | 70.2%-17.2pp |
| Annual return | 8.26% | 19.97%-11.7pp | 17.10%-8.8pp | 5.13%+3.1pp |
| Employer contribution / active EE | $396 | $2,085-81.0% | $3,714-89.3% | $1,974-80.0% |
| Participant deferral / active EE | $3,042 | $4,944-38.5% | $5,696-46.6% | $3,061-0.6% |
| Admin fee / account holder | $37 | $87-57.0% | $5,516-99.3% | $95-60.4% |