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 | $3,146 |
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 | $36,594 | $80,753-54.7% | $136,294-73.2% | $62,292-41.3% |
| Participation rate | 66.0% | 73.5%-7.6pp | 81.9%-16.0pp | 69.5%-3.5pp |
| Annual return | 38.18% | 35.83%+2.4pp | 5155.94%-5117.8pp | 28.90%+9.3pp |
| Employer contribution / active EE | $1,964 | $2,884-31.9% | $4,695-58.2% | $2,042-3.8% |
| Participant deferral / active EE | $5,115 | $5,164-1.0% | $6,247-18.1% | $3,169+61.4% |
| Admin fee / account holder | $19 | $525-96.4% | $9,243-99.8% | $479-96.1% |