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 9-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 | $4,866 |
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.
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 | $56,910 | $84,936-33.0% | $111,297-48.9% | $79,386-28.3% |
| Participation rate | 61.2% | 75.9%-14.6pp | 77.3%-16.1pp | 70.7%-9.5pp |
| Annual return | 16.88% | 17.45%-0.6pp | 54.65%-37.8pp | 116.85%-100.0pp |
| Employer contribution / active EE | $896 | $1,979-54.7% | $2,731-67.2% | $2,427-63.1% |
| Participant deferral / active EE | $1,820 | $3,888-53.2% | $4,487-59.4% | $4,046-55.0% |
| Admin fee / account holder | $44 | $537-91.8% | $7,964-99.4% | $626-92.9% |