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 | $406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,812 | $42,546-22.9% | $71,796-54.3% | $55,167-40.5% |
| Participation rate | 69.5% | 59.1%+10.4pp | 69.1%+0.4pp | 69.0%+0.5pp |
| Annual return | 24.26% | 12.36%+11.9pp | 78.04%-53.8pp | 169.23%-145.0pp |
| Employer contribution / active EE | $2,283 | $803+184.1% | $1,924+18.6% | $1,963+16.3% |
| Participant deferral / active EE | $4,552 | $2,064+120.5% | $2,794+62.9% | $3,054+49.0% |
| Admin fee / account holder | $4 | $650-99.4% | $4,815-99.9% | $504-99.2% |