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 | $12,934 |
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 | $28,924 | $28,416+1.8% | $73,545-60.7% | $69,631-58.5% |
| Participation rate | 52.1% | 38.3%+13.7pp | 54.9%-2.8pp | 70.7%-18.6pp |
| Annual return | 19.92% | -694.13%+714.1pp | -15.16%+35.1pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $1,101 | $430+155.8% | $1,219-9.7% | $2,032-45.8% |
| Participant deferral / active EE | $1,533 | $897+70.9% | $1,806-15.1% | $3,224-52.4% |
| Admin fee / account holder | $53 | $104-49.2% | $2,320-97.7% | $110-52.0% |