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 | $1,650 |
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 | $91,366 | $65,376+39.8% | $87,100+4.9% | $65,185+40.2% |
| Participation rate | 45.0% | 75.3%-30.3pp | 76.9%-31.9pp | 70.2%-25.2pp |
| Annual return | 26.89% | 31.27%-4.4pp | 28.19%-1.3pp | 29.38%-2.5pp |
| Employer contribution / active EE | $1,589 | $1,822-12.8% | $2,521-37.0% | $2,177-27.0% |
| Participant deferral / active EE | $2,874 | $3,388-15.2% | $4,049-29.0% | $3,514-18.2% |
| Admin fee / account holder | $23 | $520-95.5% | $7,497-99.7% | $847-97.3% |