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 | $19,179 |
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 | $80,612 | $80,753-0.2% | $136,294-40.9% | $62,292+29.4% |
| Participation rate | 47.2% | 73.5%-26.3pp | 81.9%-34.7pp | 69.5%-22.3pp |
| Annual return | 17.37% | 35.83%-18.5pp | 5155.94%-5138.6pp | 28.90%-11.5pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,912 | $5,164-24.3% | $6,247-37.4% | $3,169+23.4% |
| Admin fee / account holder | $2 | $525-99.7% | $9,243-100.0% | $479-99.7% |