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 | $1,925 |
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 | $41,456 | $66,302-37.5% | $110,238-62.4% | $56,287-26.3% |
| Participation rate | 62.4% | 74.9%-12.5pp | 79.8%-17.4pp | 69.9%-7.5pp |
| Annual return | -4.02% | -1.18%-2.8pp | 314.74%-318.8pp | -9.96%+5.9pp |
| Employer contribution / active EE | $1,533 | $2,047-25.1% | $3,826-59.9% | $2,111-27.4% |
| Participant deferral / active EE | $2,974 | $3,381-12.1% | $4,672-36.3% | $3,350-11.2% |
| Admin fee / account holder | $30 | $698-95.7% | $8,547-99.7% | $521-94.3% |