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 | $30,109 |
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 | $54,678 | $64,286-14.9% | $90,951-39.9% | $73,409-25.5% |
| Participation rate | 51.3% | 63.6%-12.3pp | 69.0%-17.7pp | 72.2%-20.9pp |
| Annual return | 136.29% | 21.45%+114.8pp | 134.60%+1.7pp | 59.29%+77.0pp |
| Employer contribution / active EE | $1,212 | $895+35.5% | $2,122-42.9% | $2,234-45.7% |
| Participant deferral / active EE | $2,869 | $2,453+17.0% | $3,373-14.9% | $3,805-24.6% |
| Admin fee / account holder | $124 | $287-56.7% | $5,959-97.9% | $158-21.3% |