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 | -$34,451 |
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 | $63,116 | $65,118-3.1% | $76,768-17.8% | $55,725+13.3% |
| Participation rate | 57.7% | 79.6%-21.9pp | 77.0%-19.3pp | 70.9%-13.2pp |
| Annual return | -4.11% | -1.27%-2.8pp | 2.43%-6.5pp | 244.93%-249.0pp |
| Employer contribution / active EE | $2,163 | $1,941+11.4% | $2,485-13.0% | $2,078+4.1% |
| Participant deferral / active EE | $4,094 | $3,688+11.0% | $3,852+6.3% | $3,356+22.0% |
| Admin fee / account holder | $11 | $116-90.1% | $6,675-99.8% | $115-90.1% |