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 | $3,519 |
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 | $146,149 | $54,590+167.7% | $81,930+78.4% | $73,488+98.9% |
| Participation rate | 66.2% | 68.3%-2.1pp | 72.0%-5.8pp | 70.7%-4.5pp |
| Annual return | 17.50% | 17.74%-0.2pp | 29.49%-12.0pp | 28.51%-11.0pp |
| Employer contribution / active EE | $1,732 | $1,636+5.9% | $4,310-59.8% | $2,270-23.7% |
| Participant deferral / active EE | $3,314 | $2,759+20.1% | $7,107-53.4% | $3,740-11.4% |
| Admin fee / account holder | $19 | $592-96.7% | $5,158-99.6% | $513-96.2% |