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 | $650 |
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 | $90,541 | $94,529-4.2% | $140,016-35.3% | $64,186+41.1% |
| Participation rate | 65.1% | 84.1%-19.0pp | 87.5%-22.4pp | 69.6%-4.5pp |
| Annual return | -4.53% | 7.77%-12.3pp | 651.12%-655.6pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,144 | $3,812-70.0% | $5,606-79.6% | $2,381-52.0% |
| Participant deferral / active EE | $3,188 | $5,250-39.3% | $6,927-54.0% | $3,470-8.1% |
| Admin fee / account holder | $17 | $6,741-99.8% | $10,705-99.8% | $4,888-99.7% |