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 | $375 |
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 | $66,605 | $56,199+18.5% | $67,652-1.5% | $59,632+11.7% |
| Participation rate | 38.8% | 71.5%-32.7pp | 75.7%-36.9pp | 68.7%-29.9pp |
| Annual return | -0.24% | 18505.31%-18505.6pp | 6625.04%-6625.3pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,318 | $1,614-18.4% | $2,266-41.8% | $2,203-40.2% |
| Participant deferral / active EE | $2,143 | $2,844-24.6% | $3,560-39.8% | $3,192-32.8% |
| Admin fee / account holder | $7 | $3,958-99.8% | $4,821-99.9% | $4,297-99.8% |