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 | $4,275 |
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 | $162,098 | $104,317+55.4% | $159,436+1.7% | $86,799+86.8% |
| Participation rate | 59.2% | 77.7%-18.6pp | 82.8%-23.7pp | 72.3%-13.1pp |
| Annual return | 17.69% | 26.32%-8.6pp | 263.57%-245.9pp | 97.91%-80.2pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,829-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $7,187 | $6,837+5.1% | $7,352-2.2% | $4,131+74.0% |
| Admin fee / account holder | $8 | $172-95.3% | $10,799-99.9% | $170-95.2% |