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 | $281 |
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 | $78,629 | $61,473+27.9% | $81,930-4.0% | $73,409+7.1% |
| Participation rate | 52.5% | 72.4%-19.9pp | 72.0%-19.5pp | 72.2%-19.6pp |
| Annual return | 17.56% | 28.26%-10.7pp | 29.49%-11.9pp | 59.29%-41.7pp |
| Employer contribution / active EE | $940 | $1,898-50.5% | $4,310-78.2% | $2,234-57.9% |
| Participant deferral / active EE | $2,682 | $3,080-12.9% | $7,107-62.3% | $3,805-29.5% |
| Admin fee / account holder | $3 | $125-97.8% | $5,158-99.9% | $158-98.3% |