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 | $888 |
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 | $71,123 | $31,388+126.6% | $73,545-3.3% | $62,292+14.2% |
| Participation rate | 10.2% | 39.9%-29.6pp | 54.9%-44.7pp | 69.5%-59.3pp |
| Annual return | 19.91% | 25.34%-5.4pp | -15.16%+35.1pp | 28.90%-9.0pp |
| Employer contribution / active EE | $216 | $498-56.6% | $1,219-82.3% | $2,042-89.4% |
| Participant deferral / active EE | $537 | $1,028-47.8% | $1,806-70.3% | $3,169-83.1% |
| Admin fee / account holder | $34 | $299-88.6% | $2,320-98.5% | $479-92.9% |