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 | $15,183 |
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 | $49,874 | $44,221+12.8% | $121,196-58.8% | $56,287-11.4% |
| Participation rate | 30.8% | 61.1%-30.3pp | 71.7%-41.0pp | 69.9%-39.1pp |
| Annual return | -1.26% | -3.58%+2.3pp | 16.93%-18.2pp | -9.96%+8.7pp |
| Employer contribution / active EE | $751 | $1,480-49.2% | $4,022-81.3% | $2,111-64.4% |
| Participant deferral / active EE | $1,532 | $2,521-39.2% | $3,344-54.2% | $3,350-54.2% |
| Admin fee / account holder | $169 | $480-64.9% | $5,019-96.6% | $521-67.6% |