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 | $1,750 |
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 | $29,424 | $56,199-47.6% | $67,652-56.5% | $59,632-50.7% |
| Participation rate | 58.0% | 71.5%-13.5pp | 75.7%-17.7pp | 68.7%-10.7pp |
| Annual return | -0.14% | 18505.31%-18505.4pp | 6625.04%-6625.2pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $585 | $1,614-63.8% | $2,266-74.2% | $2,203-73.5% |
| Participant deferral / active EE | $1,406 | $2,844-50.5% | $3,560-60.5% | $3,192-55.9% |
| Admin fee / account holder | $27 | $3,958-99.3% | $4,821-99.4% | $4,297-99.4% |