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 8-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 | $1,250 |
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 | $106,730 | $42,383+151.8% | $76,523+39.5% | $64,186+66.3% |
| Participation rate | 57.5% | 58.1%-0.7pp | 68.0%-10.5pp | 69.6%-12.1pp |
| Annual return | -4.63% | -16.54%+11.9pp | -0.27%-4.4pp | 7.63%-12.3pp |
| Employer contribution / active EE | $669 | $1,563-57.2% | $2,647-74.7% | $2,381-71.9% |
| Participant deferral / active EE | $2,593 | $2,566+1.0% | $3,835-32.4% | $3,470-25.3% |
| Admin fee / account holder | $18 | $3,198-99.4% | $4,848-99.6% | $4,888-99.6% |