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 | $2,438 |
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 | $50,829 | $52,953-4.0% | $172,739-70.6% | $65,185-22.0% |
| Participation rate | 68.8% | 66.2%+2.6pp | 82.6%-13.9pp | 70.2%-1.4pp |
| Annual return | 22.82% | 30.12%-7.3pp | 802.84%-780.0pp | 29.38%-6.6pp |
| Employer contribution / active EE | $781 | $2,190-64.4% | $5,143-84.8% | $2,177-64.1% |
| Participant deferral / active EE | $4,391 | $2,471+77.7% | $5,198-15.5% | $3,514+25.0% |
| Admin fee / account holder | $47 | $472-89.9% | $13,954-99.7% | $847-94.4% |