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 | $4,655 |
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 | $46,768 | $33,780+38.4% | $74,550-37.3% | $75,289-37.9% |
| Participation rate | 46.1% | 62.7%-16.6pp | 69.1%-23.0pp | 72.4%-26.3pp |
| Annual return | -5.49% | -1.24%-4.2pp | 32.53%-38.0pp | -0.04%-5.5pp |
| Employer contribution / active EE | $643 | $845-23.9% | $1,961-67.2% | $2,405-73.3% |
| Participant deferral / active EE | $1,211 | $1,890-35.9% | $3,108-61.1% | $3,739-67.6% |
| Admin fee / account holder | $8 | $86-90.8% | $5,060-99.8% | $102-92.2% |