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 | $1,400 |
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 | $65,534 | $53,412+22.7% | $68,509-4.3% | $52,331+25.2% |
| Participation rate | 40.7% | 71.7%-30.9pp | 74.7%-34.0pp | 68.1%-27.4pp |
| Annual return | 2.65% | 3.42%-0.8pp | 8.27%-5.6pp | 4.54%-1.9pp |
| Employer contribution / active EE | $768 | $1,607-52.2% | $2,278-66.3% | $1,882-59.2% |
| Participant deferral / active EE | $2,077 | $2,688-22.7% | $3,382-38.6% | $3,022-31.3% |
| Admin fee / account holder | $18 | $461-96.1% | $5,275-99.7% | $592-97.0% |