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 | $1,574 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $39,287 | $52,953-25.8% | $172,739-77.3% | $65,185-39.7% |
| Participation rate | 56.4% | 66.2%-9.8pp | 82.6%-26.2pp | 70.2%-13.8pp |
| Annual return | 21.91% | 30.12%-8.2pp | 802.84%-780.9pp | 29.38%-7.5pp |
| Employer contribution / active EE | $1,368 | $2,190-37.5% | $5,143-73.4% | $2,177-37.1% |
| Participant deferral / active EE | $2,871 | $2,471+16.2% | $5,198-44.8% | $3,514-18.3% |
| Admin fee / account holder | $36 | $472-92.3% | $13,954-99.7% | $847-95.7% |