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 | $7,474 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $36,400 | $40,522-10.2% | $84,611-57.0% | $67,579-46.1% |
| Participation rate | 31.5% | 51.1%-19.6pp | 68.2%-36.7pp | 71.3%-39.8pp |
| Annual return | 21.64% | 32.72%-11.1pp | 258.74%-237.1pp | 378.56%-356.9pp |
| Employer contribution / active EE | $164 | $1,146-85.7% | $2,652-93.8% | $2,148-92.4% |
| Participant deferral / active EE | $679 | $2,132-68.2% | $3,899-82.6% | $3,539-80.8% |
| Admin fee / account holder | $122 | $145-16.2% | $4,912-97.5% | $142-14.5% |