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 | $2,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,103 | $59,186-66.0% | $76,768-73.8% | $56,287-64.3% |
| Participation rate | 58.4% | 75.2%-16.8pp | 77.0%-18.6pp | 69.9%-11.4pp |
| Annual return | -3.53% | 6.62%-10.1pp | 2.43%-6.0pp | -9.96%+6.4pp |
| Employer contribution / active EE | $803 | $1,759-54.3% | $2,485-67.7% | $2,111-62.0% |
| Participant deferral / active EE | $1,628 | $3,255-50.0% | $3,852-57.7% | $3,350-51.4% |
| Admin fee / account holder | $23 | $489-95.4% | $6,675-99.7% | $521-95.7% |