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 | $3,770 |
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 | $62,730 | $89,739-30.1% | $149,718-58.1% | $62,292+0.7% |
| Participation rate | 68.5% | 85.1%-16.6pp | 87.1%-18.6pp | 69.5%-1.1pp |
| Annual return | 23.88% | 21.01%+2.9pp | 1501.63%-1477.8pp | 28.90%-5.0pp |
| Employer contribution / active EE | $1,943 | $3,233-39.9% | $5,445-64.3% | $2,042-4.9% |
| Participant deferral / active EE | $3,993 | $4,797-16.8% | $6,569-39.2% | $3,169+26.0% |
| Admin fee / account holder | $18 | $551-96.7% | $11,283-99.8% | $479-96.2% |