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 | $932 |
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 | $206,098 | $35,986+472.7% | $77,482+166.0% | $73,488+180.5% |
| Participation rate | 35.2% | 40.8%-5.6pp | 54.2%-18.9pp | 70.7%-35.4pp |
| Annual return | 23.53% | 19.26%+4.3pp | 54.79%-31.3pp | 28.51%-5.0pp |
| Employer contribution / active EE | $957 | $557+71.7% | $986-3.0% | $2,270-57.8% |
| Participant deferral / active EE | $2,333 | $1,198+94.8% | $1,861+25.4% | $3,740-37.6% |
| Admin fee / account holder | $22 | $466-95.2% | $2,858-99.2% | $513-95.7% |