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 | $14,547 |
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 | $53,105 | $63,114-15.9% | $92,893-42.8% | $65,185-18.5% |
| Participation rate | 33.5% | 68.8%-35.2pp | 76.0%-42.5pp | 70.2%-36.7pp |
| Annual return | 20.95% | 28.75%-7.8pp | 109.41%-88.5pp | 29.38%-8.4pp |
| Employer contribution / active EE | $1,069 | $2,571-58.4% | $3,653-70.7% | $2,177-50.9% |
| Participant deferral / active EE | $1,994 | $3,108-35.8% | $4,236-52.9% | $3,514-43.2% |
| Admin fee / account holder | $136 | $624-78.1% | $5,794-97.6% | $847-83.9% |