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 | $10,425 |
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 | $52,407 | $47,078+11.3% | $100,671-47.9% | $55,191-5.0% |
| Participation rate | 50.5% | 58.0%-7.5pp | 70.7%-20.2pp | 69.2%-18.7pp |
| Annual return | 2.15% | 0.65%+1.5pp | 20.43%-18.3pp | 10.78%-8.6pp |
| Employer contribution / active EE | $865 | $1,065-18.9% | $4,012-78.5% | $1,899-54.5% |
| Participant deferral / active EE | $2,202 | $2,038+8.0% | $3,144-30.0% | $3,046-27.7% |
| Admin fee / account holder | $50 | $153-67.5% | $4,850-99.0% | $91-45.1% |