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 | $100 |
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 | $184,627 | $63,355+191.4% | $91,989+100.7% | $72,985+153.0% |
| Participation rate | 65.6% | 72.5%-6.9pp | 78.6%-13.0pp | 69.5%-3.9pp |
| Annual return | 24.68% | 35.35%-10.7pp | 69.02%-44.3pp | 81.00%-56.3pp |
| Employer contribution / active EE | $3,366 | $2,116+59.1% | $3,452-2.5% | $2,440+37.9% |
| Participant deferral / active EE | $14,684 | $4,883+200.7% | $5,923+147.9% | $3,607+307.1% |
| Admin fee / account holder | $19 | $4,668-99.6% | $7,743-99.8% | $5,124-99.6% |