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 | $2,001 |
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 | $18,956 | $61,473-69.2% | $81,930-76.9% | $73,409-74.2% |
| Participation rate | 67.8% | 72.4%-4.6pp | 72.0%-4.2pp | 72.2%-4.4pp |
| Annual return | 18.07% | 28.26%-10.2pp | 29.49%-11.4pp | 59.29%-41.2pp |
| Employer contribution / active EE | $1,022 | $1,898-46.2% | $4,310-76.3% | $2,234-54.2% |
| Participant deferral / active EE | $608 | $3,080-80.2% | $7,107-91.4% | $3,805-84.0% |
| Admin fee / account holder | $11 | $125-91.3% | $5,158-99.8% | $158-93.1% |