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 | $8,167 |
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 | $66,700 | $44,229+50.8% | $155,790-57.2% | $55,191+20.9% |
| Participation rate | 53.2% | 60.8%-7.6pp | 76.1%-22.9pp | 69.2%-16.0pp |
| Annual return | 3.32% | 0.37%+2.9pp | 71.54%-68.2pp | 10.78%-7.5pp |
| Employer contribution / active EE | $1,812 | $1,317+37.5% | $3,836-52.8% | $1,899-4.6% |
| Participant deferral / active EE | $3,309 | $2,851+16.0% | $4,797-31.0% | $3,046+8.6% |
| Admin fee / account holder | $14 | $86-83.2% | $7,478-99.8% | $91-84.1% |