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 | $1,981 |
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 | $57,475 | $73,638-21.9% | $95,952-40.1% | $73,488-21.8% |
| Participation rate | 57.7% | 76.2%-18.4pp | 77.1%-19.3pp | 70.7%-13.0pp |
| Annual return | 21.70% | 16.78%+4.9pp | 91.61%-69.9pp | 28.51%-6.8pp |
| Employer contribution / active EE | $1,265 | $1,863-32.1% | $2,541-50.2% | $2,270-44.3% |
| Participant deferral / active EE | $3,078 | $3,617-14.9% | $4,167-26.1% | $3,740-17.7% |
| Admin fee / account holder | $18 | $482-96.3% | $6,795-99.7% | $513-96.6% |