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 | $350 |
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 | $127,242 | $78,705+61.7% | $117,854+8.0% | $70,131+81.4% |
| Participation rate | 64.1% | 73.2%-9.1pp | 79.7%-15.6pp | 69.5%-5.4pp |
| Annual return | 26.00% | 23.30%+2.7pp | 335.08%-309.1pp | 73.14%-47.1pp |
| Employer contribution / active EE | $2,823 | $2,223+27.0% | $3,786-25.4% | $2,342+20.5% |
| Participant deferral / active EE | $5,049 | $3,297+53.1% | $4,482+12.7% | $3,332+51.5% |
| Admin fee / account holder | $9 | $5,065-99.8% | $8,020-99.9% | $4,645-99.8% |