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 | $438 |
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 | $40,699 | $46,173-11.9% | $170,442-76.1% | $69,631-41.6% |
| Participation rate | 58.0% | 63.9%-5.9pp | 83.6%-25.6pp | 70.7%-12.7pp |
| Annual return | 19.43% | 21.62%-2.2pp | 205.93%-186.5pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $750 | $1,610-53.4% | $5,433-86.2% | $2,032-63.1% |
| Participant deferral / active EE | $1,545 | $2,080-25.7% | $4,939-68.7% | $3,224-52.1% |
| Admin fee / account holder | $3 | $116-97.5% | $13,880-100.0% | $110-97.4% |