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 | $750 |
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 | $69,848 | $63,156+10.6% | $122,332-42.9% | $62,292+12.1% |
| Participation rate | 59.6% | 60.0%-0.4pp | 71.6%-12.1pp | 69.5%-9.9pp |
| Annual return | 15.37% | 20.61%-5.2pp | 30.27%-14.9pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,243 | $1,385-10.3% | $4,050-69.3% | $2,042-39.2% |
| Participant deferral / active EE | $2,647 | $2,321+14.0% | $3,287-19.5% | $3,169-16.5% |
| Admin fee / account holder | $4 | $440-99.1% | $5,478-99.9% | $479-99.2% |