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 | $16,880 |
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 | $25,223 | $63,905-60.5% | $74,183-66.0% | $57,658-56.3% |
| Participation rate | 43.9% | 79.8%-35.8pp | 76.6%-32.7pp | 70.2%-26.3pp |
| Annual return | 11.45% | 60.60%-49.2pp | 17.74%-6.3pp | 5.13%+6.3pp |
| Employer contribution / active EE | $729 | $1,840-60.4% | $2,370-69.2% | $1,974-63.1% |
| Participant deferral / active EE | $1,172 | $3,448-66.0% | $3,550-67.0% | $3,061-61.7% |
| Admin fee / account holder | $57 | $91-37.6% | $5,586-99.0% | $95-39.9% |