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 | $1,075 |
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 | $96,831 | $69,977+38.4% | $108,579-10.8% | $62,891+54.0% |
| Participation rate | 58.1% | 72.9%-14.8pp | 79.6%-21.5pp | 69.3%-11.2pp |
| Annual return | 7.80% | 10.73%-2.9pp | -51.70%+59.5pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,364 | $2,135+10.7% | $3,758-37.1% | $2,281+3.6% |
| Participant deferral / active EE | $3,638 | $3,165+15.0% | $4,311-15.6% | $3,203+13.6% |
| Admin fee / account holder | $17 | $5,076-99.7% | $7,645-99.8% | $4,296-99.6% |