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 | $2,110 |
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 | $21,085 | $32,085-34.3% | $40,145,923-99.9% | $57,658-63.4% |
| Participation rate | 31.0% | 66.0%-35.0pp | 68.4%-37.4pp | 70.2%-39.3pp |
| Annual return | 8.04% | 9.60%-1.6pp | 5.24%+2.8pp | 5.13%+2.9pp |
| Employer contribution / active EE | $372 | $1,179-68.4% | $1,844-79.8% | $1,974-81.1% |
| Participant deferral / active EE | $957 | $1,957-51.1% | $2,591-63.1% | $3,061-68.7% |
| Admin fee / account holder | $23 | $75-69.1% | $2,903-99.2% | $95-75.5% |