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 | $100 |
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 | $149,388 | $87,841+70.1% | $133,980+11.5% | $62,891+137.5% |
| Participation rate | 54.8% | 83.4%-28.5pp | 87.1%-32.2pp | 69.3%-14.5pp |
| Annual return | 8.07% | 12.05%-4.0pp | 29.30%-21.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,542 | $4,812+56.7% | $6,282+20.1% | $3,203+135.5% |
| Admin fee / account holder | $1 | $5,371-100.0% | $9,324-100.0% | $4,296-100.0% |