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 | $441 |
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 | $24,358 | $31,252-22.1% | $75,826-67.9% | $55,725-56.3% |
| Participation rate | 33.2% | 71.3%-38.1pp | 68.2%-35.0pp | 70.9%-37.6pp |
| Annual return | -2.34% | 2.84%-5.2pp | 1914.15%-1916.5pp | 244.93%-247.3pp |
| Employer contribution / active EE | $429 | $1,260-65.9% | $1,913-77.6% | $2,078-79.4% |
| Participant deferral / active EE | $1,068 | $2,258-52.7% | $2,862-62.7% | $3,356-68.2% |
| Admin fee / account holder | $4 | $91-95.5% | $4,726-99.9% | $115-96.4% |