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 | $1,500 |
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 | $117,836 | $93,182+26.5% | $146,665-19.7% | $79,386+48.4% |
| Participation rate | 56.8% | 76.4%-19.7pp | 80.1%-23.3pp | 70.7%-13.9pp |
| Annual return | 14.18% | 21.61%-7.4pp | 22.74%-8.6pp | 116.85%-102.7pp |
| Employer contribution / active EE | $1,789 | $2,420-26.1% | $4,136-56.8% | $2,427-26.3% |
| Participant deferral / active EE | $3,560 | $4,169-14.6% | $5,506-35.3% | $4,046-12.0% |
| Admin fee / account holder | $14 | $585-97.7% | $10,280-99.9% | $626-97.8% |