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 | $19,962 |
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 | $83,813 | $53,901+55.5% | $134,143-37.5% | $73,488+14.0% |
| Participation rate | 28.8% | 62.8%-34.0pp | 72.2%-43.4pp | 70.7%-41.9pp |
| Annual return | 20.51% | 15.82%+4.7pp | 36.33%-15.8pp | 28.51%-8.0pp |
| Employer contribution / active EE | $918 | $1,458-37.1% | $3,704-75.2% | $2,270-59.6% |
| Participant deferral / active EE | $1,697 | $2,739-38.0% | $3,499-51.5% | $3,740-54.6% |
| Admin fee / account holder | $224 | $581-61.4% | $6,684-96.6% | $513-56.3% |