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 | -$432 |
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 | $33,072 | $35,123-5.8% | $93,406-64.6% | $73,409-54.9% |
| Participation rate | 39.8% | 68.3%-28.5pp | 66.8%-27.0pp | 72.2%-32.4pp |
| Annual return | 40.27% | 18.89%+21.4pp | 78.05%-37.8pp | 59.29%-19.0pp |
| Employer contribution / active EE | $574 | $1,247-54.0% | $2,075-72.3% | $2,234-74.3% |
| Participant deferral / active EE | $1,372 | $2,249-39.0% | $3,126-56.1% | $3,805-64.0% |
| Admin fee / account holder | $18 | $108-83.6% | $5,230-99.7% | $158-88.7% |