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 | $104,392 |
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 | $69,578 | $29,516+135.7% | $77,482-10.2% | $90,288-22.9% |
| Participation rate | 34.8% | 33.7%+1.2pp | 54.2%-19.4pp | 73.4%-38.5pp |
| Annual return | 16.29% | 231.18%-214.9pp | 54.79%-38.5pp | 53.97%-37.7pp |
| Employer contribution / active EE | $1,219 | $381+220.1% | $986+23.6% | $2,524-51.7% |
| Participant deferral / active EE | $2,793 | $944+195.8% | $1,861+50.1% | $4,232-34.0% |
| Admin fee / account holder | $114 | $106+7.6% | $2,858-96.0% | $114-0.1% |