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 | $439,638 |
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 | $28,234 | $100,179-71.8% | $84,015-66.4% | $89,569-68.5% |
| Participation rate | 21.1% | 54.1%-33.0pp | 69.0%-47.9pp | 69.6%-48.5pp |
| Annual return | 24.83% | 22.50%+2.3pp | 71.31%-46.5pp | 34.56%-9.7pp |
| Employer contribution / active EE | $310 | $816-62.1% | $1,983-84.4% | $2,584-88.0% |
| Participant deferral / active EE | $632 | $1,459-56.7% | $3,239-80.5% | $4,220-85.0% |
| Admin fee / account holder | $49 | $72-31.6% | $6,101-99.2% | $72-31.2% |