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 | $675 |
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 | $151,479 | $61,156+147.7% | $185,823-18.5% | $79,386+90.8% |
| Participation rate | 62.2% | 66.6%-4.4pp | 81.7%-19.5pp | 70.7%-8.5pp |
| Annual return | 16.23% | 19.45%-3.2pp | 122.05%-105.8pp | 116.85%-100.6pp |
| Employer contribution / active EE | $2,497 | $2,321+7.6% | $5,167-51.7% | $2,427+2.9% |
| Participant deferral / active EE | $4,626 | $2,789+65.9% | $5,568-16.9% | $4,046+14.4% |
| Admin fee / account holder | $21 | $710-97.1% | $16,237-99.9% | $626-96.7% |