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 | $75 |
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 | $121,140 | $81,474+48.7% | $133,956-9.6% | $73,488+64.8% |
| Participation rate | 51.9% | 76.4%-24.5pp | 79.8%-27.9pp | 70.7%-18.8pp |
| Annual return | 19.06% | 19.40%-0.3pp | 45.09%-26.0pp | 28.51%-9.5pp |
| Employer contribution / active EE | $766 | $2,209-65.3% | $3,919-80.4% | $2,270-66.2% |
| Participant deferral / active EE | $4,741 | $3,786+25.2% | $5,048-6.1% | $3,740+26.8% |
| Admin fee / account holder | $1 | $713-99.9% | $8,927-100.0% | $513-99.8% |