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 | $95,859 |
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 | $56,879 | $25,165+126.0% | $73,545-22.7% | $77,958-27.0% |
| Participation rate | 32.5% | 36.6%-4.1pp | 54.9%-22.4pp | 71.6%-39.1pp |
| Annual return | 19.05% | 18.12%+0.9pp | -15.16%+34.2pp | 20.87%-1.8pp |
| Employer contribution / active EE | $1,056 | $395+166.9% | $1,219-13.4% | $2,310-54.3% |
| Participant deferral / active EE | $2,298 | $898+155.9% | $1,806+27.2% | $3,537-35.0% |
| Admin fee / account holder | $118 | $76+55.5% | $2,320-94.9% | $97+21.0% |