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 | $275 |
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 | $80,243 | $66,302+21.0% | $110,238-27.2% | $56,287+42.6% |
| Participation rate | 50.0% | 74.9%-24.9pp | 79.8%-29.8pp | 69.9%-19.9pp |
| Annual return | -5.89% | -1.18%-4.7pp | 314.74%-320.6pp | -9.96%+4.1pp |
| Employer contribution / active EE | $711 | $2,047-65.3% | $3,826-81.4% | $2,111-66.3% |
| Participant deferral / active EE | $3,844 | $3,381+13.7% | $4,672-17.7% | $3,350+14.8% |
| Admin fee / account holder | $4 | $698-99.5% | $8,547-100.0% | $521-99.3% |