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 | $2,566 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,400 | $84,487-53.4% | $125,339-68.6% | $66,914-41.1% |
| Participation rate | 67.5% | 76.4%-8.9pp | 82.4%-14.8pp | 69.8%-2.3pp |
| Annual return | -10.56% | -8.39%-2.2pp | 572.05%-582.6pp | 1.58%-12.1pp |
| Employer contribution / active EE | $1,503 | $3,553-57.7% | $4,814-68.8% | $2,544-40.9% |
| Participant deferral / active EE | $7,105 | $6,781+4.8% | $7,446-4.6% | $4,237+67.7% |
| Admin fee / account holder | $82 | $685-88.1% | $10,010-99.2% | $593-86.2% |