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 | $1,050 |
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 | $95,446 | $89,652+6.5% | $141,162-32.4% | $65,185+46.4% |
| Participation rate | 60.2% | 74.7%-14.5pp | 82.5%-22.3pp | 70.2%-10.0pp |
| Annual return | 24.19% | 32.79%-8.6pp | 71.39%-47.2pp | 29.38%-5.2pp |
| Employer contribution / active EE | $2,830 | $3,065-7.6% | $4,735-40.2% | $2,177+30.0% |
| Participant deferral / active EE | $7,553 | $5,691+32.7% | $6,709+12.6% | $3,514+115.0% |
| Admin fee / account holder | $8 | $569-98.5% | $10,261-99.9% | $847-99.0% |