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 | $600 |
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 | $83,974 | $64,909+29.4% | $82,313+2.0% | $62,292+34.8% |
| Participation rate | 32.2% | 74.9%-42.6pp | 76.9%-44.7pp | 69.5%-37.3pp |
| Annual return | 21.10% | 21.18%-0.1pp | 25.88%-4.8pp | 28.90%-7.8pp |
| Employer contribution / active EE | $1,202 | $1,676-28.3% | $2,428-50.5% | $2,042-41.1% |
| Participant deferral / active EE | $2,000 | $3,103-35.6% | $3,706-46.0% | $3,169-36.9% |
| Admin fee / account holder | $10 | $440-97.8% | $5,608-99.8% | $479-98.0% |