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 | $580 |
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 | $97,733 | $86,332+13.2% | $125,175-21.9% | $65,185+49.9% |
| Participation rate | 61.4% | 75.3%-13.9pp | 79.8%-18.4pp | 70.2%-8.8pp |
| Annual return | 22.64% | 27.43%-4.8pp | 43.79%-21.2pp | 29.38%-6.7pp |
| Employer contribution / active EE | $1,868 | $2,040-8.4% | $3,865-51.7% | $2,177-14.2% |
| Participant deferral / active EE | $3,355 | $3,537-5.1% | $4,937-32.0% | $3,514-4.5% |
| Admin fee / account holder | $14 | $609-97.7% | $9,702-99.9% | $847-98.3% |