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 | $2,528 |
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 | $100,533 | $42,396+137.1% | $67,313+49.4% | $56,287+78.6% |
| Participation rate | 38.1% | 61.0%-22.9pp | 69.1%-31.0pp | 69.9%-31.7pp |
| Annual return | -4.70% | -36.63%+31.9pp | -4.08%-0.6pp | -9.96%+5.3pp |
| Employer contribution / active EE | $348 | $1,414-75.4% | $2,566-86.4% | $2,111-83.5% |
| Participant deferral / active EE | $2,490 | $2,360+5.5% | $3,568-30.2% | $3,350-25.7% |
| Admin fee / account holder | $23 | $510-95.6% | $4,507-99.5% | $521-95.7% |