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 | $300 |
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 | $100,474 | $86,332+16.4% | $125,175-19.7% | $65,185+54.1% |
| Participation rate | 52.3% | 75.3%-23.0pp | 79.8%-27.4pp | 70.2%-17.9pp |
| Annual return | 22.47% | 27.43%-5.0pp | 43.79%-21.3pp | 29.38%-6.9pp |
| Employer contribution / active EE | $737 | $2,040-63.9% | $3,865-80.9% | $2,177-66.2% |
| Participant deferral / active EE | $4,191 | $3,537+18.5% | $4,937-15.1% | $3,514+19.3% |
| Admin fee / account holder | $4 | $609-99.4% | $9,702-100.0% | $847-99.6% |