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 | $2,565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,527 | $35,955-31.8% | $78,210-68.6% | $69,631-64.8% |
| Participation rate | 32.3% | 67.2%-34.8pp | 68.7%-36.4pp | 70.7%-38.4pp |
| Annual return | 15.71% | 16.42%-0.7pp | 40.90%-25.2pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $385 | $1,244-69.1% | $2,034-81.1% | $2,032-81.1% |
| Participant deferral / active EE | $1,047 | $2,107-50.3% | $2,823-62.9% | $3,224-67.5% |
| Admin fee / account holder | $25 | $86-70.5% | $3,758-99.3% | $110-77.0% |