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 | $10,805 |
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 | $115,248 | $82,093+40.4% | $379,746-69.7% | $73,409+57.0% |
| Participation rate | 63.7% | 76.8%-13.1pp | 78.4%-14.7pp | 72.2%-8.5pp |
| Annual return | 10.56% | 18.89%-8.3pp | 34.90%-24.3pp | 59.29%-48.7pp |
| Employer contribution / active EE | $1,470 | $2,847-48.4% | $3,540-58.5% | $2,234-34.2% |
| Participant deferral / active EE | $6,588 | $4,697+40.3% | $6,024+9.4% | $3,805+73.1% |
| Admin fee / account holder | $0 | $128-100.0% | $7,927-100.0% | $158-100.0% |