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 | $975 |
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 | $67,599 | $80,753-16.3% | $136,294-50.4% | $62,292+8.5% |
| Participation rate | 61.2% | 73.5%-12.4pp | 81.9%-20.8pp | 69.5%-8.4pp |
| Annual return | 25.22% | 35.83%-10.6pp | 5155.94%-5130.7pp | 28.90%-3.7pp |
| Employer contribution / active EE | $1,961 | $2,884-32.0% | $4,695-58.2% | $2,042-4.0% |
| Participant deferral / active EE | $3,863 | $5,164-25.2% | $6,247-38.2% | $3,169+21.9% |
| Admin fee / account holder | $11 | $525-97.8% | $9,243-99.9% | $479-97.6% |