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 | $3,950 |
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 | $46,849 | $88,324-47.0% | $115,037-59.3% | $55,191-15.1% |
| Participation rate | 62.9% | 72.5%-9.6pp | 81.4%-18.4pp | 69.2%-6.2pp |
| Annual return | 1.89% | 6.30%-4.4pp | 26.14%-24.3pp | 10.78%-8.9pp |
| Employer contribution / active EE | $3,341 | $2,805+19.1% | $4,608-27.5% | $1,899+76.0% |
| Participant deferral / active EE | $4,391 | $5,042-12.9% | $6,026-27.1% | $3,046+44.1% |
| Admin fee / account holder | $8 | $105-92.3% | $8,175-99.9% | $91-91.1% |