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 | $2,049 |
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 | $25,799 | $78,422-67.1% | $95,952-73.1% | $79,858-67.7% |
| Participation rate | 60.6% | 73.5%-12.8pp | 77.1%-16.4pp | 69.6%-9.0pp |
| Annual return | 10.26% | 19.37%-9.1pp | 91.61%-81.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $852 | $1,945-56.2% | $2,541-66.5% | $2,471-65.5% |
| Participant deferral / active EE | $1,723 | $3,440-49.9% | $4,167-58.7% | $3,740-53.9% |
| Admin fee / account holder | $17 | $5,622-99.7% | $6,795-99.8% | $5,306-99.7% |