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 | $625 |
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 | $55,324 | $38,075+45.3% | $93,406-40.8% | $73,488-24.7% |
| Participation rate | 40.2% | 56.7%-16.5pp | 66.8%-26.6pp | 70.7%-30.5pp |
| Annual return | 28.87% | 17.59%+11.3pp | 78.05%-49.2pp | 28.51%+0.4pp |
| Employer contribution / active EE | $1,333 | $1,117+19.3% | $2,075-35.8% | $2,270-41.3% |
| Participant deferral / active EE | $2,088 | $2,012+3.8% | $3,126-33.2% | $3,740-44.2% |
| Admin fee / account holder | $46 | $351-86.8% | $5,230-99.1% | $513-91.0% |