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 9-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 | $2,900 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,649 | $55,790-63.0% | $76,817-73.1% | $67,579-69.4% |
| Participation rate | 32.5% | 71.1%-38.6pp | 72.1%-39.6pp | 71.3%-38.8pp |
| Annual return | 21.24% | 64.45%-43.2pp | 1166.11%-1144.9pp | 378.56%-357.3pp |
| Employer contribution / active EE | $512 | $1,810-71.7% | $2,302-77.8% | $2,148-76.2% |
| Participant deferral / active EE | $329 | $2,875-88.5% | $3,336-90.1% | $3,539-90.7% |
| Admin fee / account holder | $61 | $159-61.9% | $6,420-99.1% | $142-57.4% |