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 | $2,772 |
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 | $59,545 | $43,999+35.3% | $79,464-25.1% | $55,725+6.9% |
| Participation rate | 58.4% | 66.9%-8.6pp | 73.3%-15.0pp | 70.9%-12.5pp |
| Annual return | -5.91% | 1.81%-7.7pp | 718.14%-724.0pp | 244.93%-250.8pp |
| Employer contribution / active EE | $1,614 | $1,830-11.8% | $2,800-42.4% | $2,078-22.4% |
| Participant deferral / active EE | $3,336 | $2,538+31.4% | $3,704-9.9% | $3,356-0.6% |
| Admin fee / account holder | $28 | $118-76.5% | $5,113-99.5% | $115-76.0% |