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 | $15,579 |
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 | $61,825 | $46,722+32.3% | $130,648-52.7% | $65,185-5.2% |
| Participation rate | 36.1% | 60.9%-24.9pp | 71.7%-35.7pp | 70.2%-34.1pp |
| Annual return | 26.73% | 24.17%+2.6pp | 1708.96%-1682.2pp | 29.38%-2.7pp |
| Employer contribution / active EE | $878 | $1,488-41.0% | $4,092-78.5% | $2,177-59.7% |
| Participant deferral / active EE | $1,726 | $2,545-32.2% | $3,603-52.1% | $3,514-50.9% |
| Admin fee / account holder | $159 | $453-64.9% | $5,464-97.1% | $847-81.2% |