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 | $1,844 |
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 | $31,421 | $66,310-52.6% | $93,606-66.4% | $65,185-51.8% |
| Participation rate | 68.9% | 74.0%-5.1pp | 75.8%-6.9pp | 70.2%-1.3pp |
| Annual return | 18.03% | 42.58%-24.5pp | 32.76%-14.7pp | 29.38%-11.4pp |
| Employer contribution / active EE | $1,433 | $2,012-28.8% | $2,718-47.3% | $2,177-34.1% |
| Participant deferral / active EE | $2,462 | $3,342-26.3% | $4,069-39.5% | $3,514-29.9% |
| Admin fee / account holder | $19 | $6,897-99.7% | $7,888-99.8% | $847-97.8% |