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 | $1,400 |
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 | $46,899 | $35,949+30.5% | $88,538-47.0% | $65,185-28.1% |
| Participation rate | 42.1% | 56.4%-14.3pp | 68.7%-26.7pp | 70.2%-28.1pp |
| Annual return | 33.57% | 47.52%-14.0pp | 43.64%-10.1pp | 29.38%+4.2pp |
| Employer contribution / active EE | $1,326 | $1,047+26.6% | $2,098-36.8% | $2,177-39.1% |
| Participant deferral / active EE | $1,956 | $1,870+4.6% | $2,914-32.9% | $3,514-44.3% |
| Admin fee / account holder | $45 | $496-91.0% | $4,310-99.0% | $847-94.7% |