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 | $465 |
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 | $46,074 | $58,879-21.7% | $178,490-74.2% | $73,488-37.3% |
| Participation rate | 49.1% | 66.2%-17.1pp | 81.9%-32.8pp | 70.7%-21.5pp |
| Annual return | 20.97% | 24.86%-3.9pp | 151.07%-130.1pp | 28.51%-7.5pp |
| Employer contribution / active EE | $871 | $2,236-61.1% | $5,011-82.6% | $2,270-61.6% |
| Participant deferral / active EE | $1,691 | $2,567-34.1% | $5,202-67.5% | $3,740-54.8% |
| Admin fee / account holder | $2 | $400-99.4% | $13,984-100.0% | $513-99.5% |