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 | $111,045 |
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 | $60,948 | $26,479+130.2% | $74,701-18.4% | $77,787-21.6% |
| Participation rate | 35.4% | 37.6%-2.3pp | 54.5%-19.1pp | 73.2%-37.8pp |
| Annual return | 24.27% | 38.31%-14.0pp | 752.92%-728.7pp | 32.57%-8.3pp |
| Employer contribution / active EE | $1,215 | $440+176.3% | $1,084+12.1% | $2,504-51.5% |
| Participant deferral / active EE | $2,795 | $1,074+160.2% | $1,964+42.4% | $3,967-29.5% |
| Admin fee / account holder | $117 | $119-1.4% | $3,333-96.5% | $100+17.3% |