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 | -$4,822 |
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 | $157,418 | $83,477+88.6% | $125,175+25.8% | $72,985+115.7% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.5%-9.5pp |
| Annual return | 25.56% | 25.78%-0.2pp | 43.79%-18.2pp | 81.00%-55.4pp |
| Employer contribution / active EE | $2,449 | $2,345+4.4% | $3,865-36.6% | $2,440+0.4% |
| Participant deferral / active EE | $5,191 | $3,585+44.8% | $4,937+5.1% | $3,607+43.9% |
| Admin fee / account holder | -$53 | $5,517-101.0% | $9,702-100.5% | $5,124-101.0% |