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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $84,345 | $39,458+113.8% | $60,547+39.3% | $55,191+52.8% |
| Participation rate | 40.7% | 59.6%-18.9pp | 68.0%-27.3pp | 69.2%-28.5pp |
| Annual return | 0.69% | 3.35%-2.7pp | 335.64%-335.0pp | 10.78%-10.1pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,419-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,407 | $2,140-34.3% | $3,328-57.7% | $3,046-53.8% |
| Admin fee / account holder | $14 | $95-84.8% | $4,536-99.7% | $91-84.1% |