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 | $3,556 |
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 | $145,735 | $100,801+44.6% | $149,696-2.6% | $73,409+98.5% |
| Participation rate | 61.0% | 77.7%-16.7pp | 82.5%-21.5pp | 72.2%-11.2pp |
| Annual return | 14.91% | 265.34%-250.4pp | 276.60%-261.7pp | 59.29%-44.4pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $6,807 | $6,404+6.3% | $6,842-0.5% | $3,805+78.9% |
| Admin fee / account holder | $7 | $181-96.2% | $9,309-99.9% | $158-95.7% |