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 | $1,744 |
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 | $65,614 | $35,183+86.5% | $73,545-10.8% | $70,131-6.4% |
| Participation rate | 54.9% | 42.9%+11.9pp | 54.9%-0.1pp | 69.5%-14.7pp |
| Annual return | 24.68% | 26.90%-2.2pp | -15.16%+39.8pp | 73.14%-48.5pp |
| Employer contribution / active EE | $916 | $709+29.2% | $1,219-24.9% | $2,342-60.9% |
| Participant deferral / active EE | $1,223 | $1,220+0.2% | $1,806-32.3% | $3,332-63.3% |
| Admin fee / account holder | $34 | $2,302-98.5% | $2,320-98.5% | $4,645-99.3% |