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 9-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 | $963 |
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 | $65,069 | $38,365+69.6% | $84,611-23.1% | $65,185-0.2% |
| Participation rate | 64.4% | 55.7%+8.8pp | 68.2%-3.8pp | 70.2%-5.8pp |
| Annual return | 34.41% | 32.00%+2.4pp | 258.74%-224.3pp | 29.38%+5.0pp |
| Employer contribution / active EE | $1,972 | $1,258+56.7% | $2,652-25.6% | $2,177-9.4% |
| Participant deferral / active EE | $4,664 | $2,278+104.7% | $3,899+19.6% | $3,514+32.7% |
| Admin fee / account holder | $8 | $451-98.3% | $4,912-99.8% | $847-99.1% |