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 | $1,695 |
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 | $41,123 | $71,666-42.6% | $117,854-65.1% | $69,631-40.9% |
| Participation rate | 44.1% | 77.5%-33.5pp | 79.7%-35.6pp | 70.7%-26.6pp |
| Annual return | 18.16% | 18.86%-0.7pp | 335.08%-316.9pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $1,643 | $1,889-13.0% | $3,786-56.6% | $2,032-19.2% |
| Participant deferral / active EE | $2,959 | $3,340-11.4% | $4,482-34.0% | $3,224-8.2% |
| Admin fee / account holder | $70 | $120-41.5% | $8,020-99.1% | $110-36.3% |