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 | $1,010 |
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 | $94,009 | $70,002+34.3% | $115,037-18.3% | $52,331+79.6% |
| Participation rate | 66.7% | 72.1%-5.4pp | 81.4%-14.7pp | 68.1%-1.4pp |
| Annual return | 1.19% | 4.04%-2.9pp | 26.14%-25.0pp | 4.54%-3.4pp |
| Employer contribution / active EE | $2,877 | $2,715+6.0% | $4,608-37.6% | $1,882+52.9% |
| Participant deferral / active EE | $6,320 | $4,920+28.5% | $6,026+4.9% | $3,022+109.1% |
| Admin fee / account holder | $7 | $566-98.8% | $8,175-99.9% | $592-98.9% |