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 | -$4,382 |
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 | $159,829 | $91,552+74.6% | $133,956+19.3% | $79,858+100.1% |
| Participation rate | 60.7% | 73.3%-12.6pp | 79.8%-19.1pp | 69.6%-8.9pp |
| Annual return | 22.28% | 61.85%-39.6pp | 45.09%-22.8pp | 31.71%-9.4pp |
| Employer contribution / active EE | $1,400 | $2,384-41.3% | $3,919-64.3% | $2,471-43.4% |
| Participant deferral / active EE | $4,861 | $3,733+30.2% | $5,048-3.7% | $3,740+30.0% |
| Admin fee / account holder | -$40 | $6,321-100.6% | $8,927-100.5% | $5,306-100.8% |