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 | $32,437 |
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 | $78,016 | $37,196+109.7% | $154,107-49.4% | $55,725+40.0% |
| Participation rate | 66.0% | 64.1%+1.9pp | 83.0%-17.0pp | 70.9%-4.8pp |
| Annual return | -4.93% | 1319.68%-1324.6pp | 735.12%-740.1pp | 244.93%-249.9pp |
| Employer contribution / active EE | $1,521 | $1,614-5.8% | $5,298-71.3% | $2,078-26.8% |
| Participant deferral / active EE | $3,500 | $2,068+69.2% | $5,081-31.1% | $3,356+4.3% |
| Admin fee / account holder | $184 | $102+81.5% | $13,411-98.6% | $115+60.1% |