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 | $2,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,620 | $55,790-73.8% | $76,817-81.0% | $67,579-78.4% |
| Participation rate | 68.3% | 71.1%-2.7pp | 72.1%-3.7pp | 71.3%-2.9pp |
| Annual return | 25.65% | 64.45%-38.8pp | 1166.11%-1140.5pp | 378.56%-352.9pp |
| Employer contribution / active EE | $970 | $1,810-46.4% | $2,302-57.9% | $2,148-54.8% |
| Participant deferral / active EE | $717 | $2,875-75.0% | $3,336-78.5% | $3,539-79.7% |
| Admin fee / account holder | $11 | $159-92.9% | $6,420-99.8% | $142-92.0% |