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 | $14,440 |
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 | $20,221 | $21,965-7.9% | $59,496-66.0% | $59,188-65.8% |
| Participation rate | 22.4% | 32.6%-10.1pp | 54.6%-32.1pp | 69.4%-47.0pp |
| Annual return | 12.37% | 22.15%-9.8pp | 182.05%-169.7pp | 5.51%+6.9pp |
| Employer contribution / active EE | $214 | $316-32.4% | $1,153-81.4% | $2,098-89.8% |
| Participant deferral / active EE | $657 | $732-10.3% | $1,829-64.1% | $3,265-79.9% |
| Admin fee / account holder | $50 | $74-32.3% | $2,232-97.7% | $92-45.4% |