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 | $11,425 |
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 | $60,348 | $39,898+51.3% | $121,196-50.2% | $55,725+8.3% |
| Participation rate | 56.1% | 61.2%-5.2pp | 71.7%-15.7pp | 70.9%-14.8pp |
| Annual return | -5.49% | -0.96%-4.5pp | 16.93%-22.4pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,034 | $1,295-20.1% | $4,022-74.3% | $2,078-50.2% |
| Participant deferral / active EE | $2,687 | $2,439+10.2% | $3,344-19.7% | $3,356-19.9% |
| Admin fee / account holder | $49 | $95-48.5% | $5,019-99.0% | $115-57.5% |