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 6-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 | $8,047 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $116,062 | $75,419+53.9% | $392,568-70.4% | $67,579+71.7% |
| Participation rate | 57.0% | 74.8%-17.9pp | 78.1%-21.1pp | 71.3%-14.3pp |
| Annual return | 19.42% | 36.70%-17.3pp | 24.42%-5.0pp | 378.56%-359.1pp |
| Employer contribution / active EE | $1,384 | $2,636-47.5% | $3,783-63.4% | $2,148-35.6% |
| Participant deferral / active EE | $5,782 | $4,347+33.0% | $5,985-3.4% | $3,539+63.4% |
| Admin fee / account holder | $26 | $114-77.3% | $6,260-99.6% | $142-81.9% |