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 | $2,884 |
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 | $68,373 | $39,458+73.3% | $60,547+12.9% | $55,191+23.9% |
| Participation rate | 51.4% | 59.6%-8.2pp | 68.0%-16.6pp | 69.2%-17.8pp |
| Annual return | -0.99% | 3.35%-4.3pp | 335.64%-336.6pp | 10.78%-11.8pp |
| Employer contribution / active EE | $256 | $1,210-78.8% | $2,419-89.4% | $1,899-86.5% |
| Participant deferral / active EE | $1,662 | $2,140-22.3% | $3,328-50.0% | $3,046-45.4% |
| Admin fee / account holder | $12 | $95-87.8% | $4,536-99.7% | $91-87.2% |