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 | $666 |
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 | $114,088 | $112,772+1.2% | $57,343+99.0% | $59,188+92.8% |
| Participation rate | 50.7% | 71.3%-20.6pp | 75.1%-24.4pp | 69.4%-18.7pp |
| Annual return | 2.14% | 0.85%+1.3pp | 24.39%-22.3pp | 5.51%-3.4pp |
| Employer contribution / active EE | $2,137 | $3,400-37.2% | $2,689-20.5% | $2,098+1.9% |
| Participant deferral / active EE | $1,484 | $3,010-50.7% | $3,162-53.1% | $3,265-54.5% |
| Admin fee / account holder | $0 | $144-99.8% | $3,356-100.0% | $92-99.8% |