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 | $363 |
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 | $65,583 | $72,492-9.5% | $87,100-24.7% | $72,985-10.1% |
| Participation rate | 47.6% | 72.8%-25.2pp | 76.9%-29.2pp | 69.5%-21.9pp |
| Annual return | 18.67% | 24.46%-5.8pp | 28.19%-9.5pp | 81.00%-62.3pp |
| Employer contribution / active EE | $608 | $1,894-67.9% | $2,521-75.9% | $2,440-75.1% |
| Participant deferral / active EE | $2,605 | $3,270-20.3% | $4,049-35.6% | $3,607-27.8% |
| Admin fee / account holder | $5 | $5,055-99.9% | $7,497-99.9% | $5,124-99.9% |