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 | $10,492 |
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 | $59,196 | $50,637+16.9% | $86,590-31.6% | $62,292-5.0% |
| Participation rate | 33.9% | 67.9%-34.0pp | 73.5%-39.6pp | 69.5%-35.6pp |
| Annual return | 16.42% | 20.80%-4.4pp | 964.84%-948.4pp | 28.90%-12.5pp |
| Employer contribution / active EE | $318 | $2,075-84.7% | $2,839-88.8% | $2,042-84.4% |
| Participant deferral / active EE | $1,184 | $2,611-54.7% | $3,609-67.2% | $3,169-62.6% |
| Admin fee / account holder | $164 | $413-60.3% | $4,906-96.7% | $479-65.8% |