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 | $6,156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $61,240 | $56,972+7.5% | $182,532-66.4% | $65,185-6.1% |
| Participation rate | 48.3% | 66.5%-18.2pp | 78.0%-29.7pp | 70.2%-21.9pp |
| Annual return | 18.44% | 27.67%-9.2pp | 148.54%-130.1pp | 29.38%-10.9pp |
| Employer contribution / active EE | $920 | $1,615-43.0% | $4,076-77.4% | $2,177-57.7% |
| Participant deferral / active EE | $1,722 | $3,526-51.2% | $5,524-68.8% | $3,514-51.0% |
| Admin fee / account holder | $71 | $528-86.6% | $8,592-99.2% | $847-91.6% |