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 | $239,512 |
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 | $40,200 | $38,315+4.9% | $80,004-49.8% | $69,651-42.3% |
| Participation rate | 28.1% | 43.0%-14.9pp | 73.0%-44.9pp | 66.6%-38.5pp |
| Annual return | 2.21% | -2.06%+4.3pp | 7.63%-5.4pp | 53.77%-51.6pp |
| Employer contribution / active EE | $508 | $783-35.1% | $2,473-79.5% | $2,241-77.3% |
| Participant deferral / active EE | $886 | $1,495-40.7% | $3,204-72.3% | $3,635-75.6% |
| Admin fee / account holder | $58 | $48+19.9% | $5,033-98.8% | $63-8.1% |