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 | $11,900 |
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 | $68,646 | $45,324+51.5% | $122,332-43.9% | $69,631-1.4% |
| Participation rate | 53.0% | 59.9%-7.0pp | 71.6%-18.7pp | 70.7%-17.7pp |
| Annual return | 21.18% | 25.35%-4.2pp | 30.27%-9.1pp | 27571.02%-27549.8pp |
| Employer contribution / active EE | $951 | $1,230-22.6% | $4,050-76.5% | $2,032-53.2% |
| Participant deferral / active EE | $2,319 | $2,367-2.0% | $3,287-29.4% | $3,224-28.1% |
| Admin fee / account holder | $55 | $87-36.6% | $5,478-99.0% | $110-50.0% |