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 | $1,610 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $84,658 | $70,908+19.4% | $98,907-14.4% | $73,488+15.2% |
| Participation rate | 39.9% | 73.8%-33.9pp | 76.0%-36.2pp | 70.7%-30.8pp |
| Annual return | 13.11% | 34.17%-21.1pp | 196.43%-183.3pp | 28.51%-15.4pp |
| Employer contribution / active EE | $305 | $2,036-85.0% | $2,689-88.7% | $2,270-86.6% |
| Participant deferral / active EE | $2,480 | $3,500-29.1% | $4,244-41.6% | $3,740-33.7% |
| Admin fee / account holder | $45 | $535-91.6% | $6,642-99.3% | $513-91.2% |