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 | -$6,028 |
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 | $92,009 | $58,879+56.3% | $178,490-48.5% | $73,488+25.2% |
| Participation rate | 63.7% | 66.2%-2.5pp | 81.9%-18.2pp | 70.7%-7.0pp |
| Annual return | 17.23% | 24.86%-7.6pp | 151.07%-133.8pp | 28.51%-11.3pp |
| Employer contribution / active EE | $2,334 | $2,236+4.4% | $5,011-53.4% | $2,270+2.8% |
| Participant deferral / active EE | $4,266 | $2,567+66.1% | $5,202-18.0% | $3,740+14.1% |
| Admin fee / account holder | -$38 | $400-109.5% | $13,984-100.3% | $513-107.4% |