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 | $801 |
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 | $40,318 | $52,953-23.9% | $172,739-76.7% | $65,185-38.1% |
| Participation rate | 48.5% | 66.2%-17.7pp | 82.6%-34.1pp | 70.2%-21.7pp |
| Annual return | 24.16% | 30.12%-6.0pp | 802.84%-778.7pp | 29.38%-5.2pp |
| Employer contribution / active EE | $908 | $2,190-58.6% | $5,143-82.4% | $2,177-58.3% |
| Participant deferral / active EE | $1,706 | $2,471-30.9% | $5,198-67.2% | $3,514-51.4% |
| Admin fee / account holder | $4 | $472-99.1% | $13,954-100.0% | $847-99.5% |