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 | $7,234 |
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 | $36,769 | $28,416+29.4% | $73,545-50.0% | $69,631-47.2% |
| Participation rate | 12.3% | 38.3%-26.0pp | 54.9%-42.6pp | 70.7%-58.4pp |
| Annual return | 19.50% | -694.13%+713.6pp | -15.16%+34.7pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $232 | $430-46.1% | $1,219-81.0% | $2,032-88.6% |
| Participant deferral / active EE | $381 | $897-57.5% | $1,806-78.9% | $3,224-88.2% |
| Admin fee / account holder | $58 | $104-44.8% | $2,320-97.5% | $110-47.8% |