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 | $375 |
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 | $138,314 | $52,279+164.6% | $89,391+54.7% | $79,858+73.2% |
| Participation rate | 57.6% | 57.5%+0.1pp | 68.0%-10.3pp | 69.6%-12.0pp |
| Annual return | 13.32% | 22.16%-8.8pp | 245.62%-232.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $526 | $1,572-66.5% | $2,586-79.6% | $2,471-78.7% |
| Participant deferral / active EE | $2,301 | $2,740-16.0% | $3,890-40.8% | $3,740-38.5% |
| Admin fee / account holder | $6 | $3,356-99.8% | $4,881-99.9% | $5,306-99.9% |