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 | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $166,217 | $52,903+214.2% | $73,307+126.7% | $59,632+178.7% |
| Participation rate | 69.8% | 68.2%+1.6pp | 74.9%-5.1pp | 68.7%+1.1pp |
| Annual return | -29.55% | 12.20%-41.7pp | 5.67%-35.2pp | 2041.28%-2070.8pp |
| Employer contribution / active EE | $5,193 | $1,909+172.1% | $3,237+60.4% | $2,203+135.8% |
| Participant deferral / active EE | $10,441 | $4,069+156.6% | $4,991+109.2% | $3,192+227.1% |
| Admin fee / account holder | $52 | $3,834-98.6% | $5,637-99.1% | $4,297-98.8% |