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 | $12,789 |
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 | $45,630 | $48,046-5.0% | $84,611-46.1% | $72,985-37.5% |
| Participation rate | 69.3% | 57.6%+11.8pp | 68.2%+1.1pp | 69.5%-0.2pp |
| Annual return | 20.04% | 37.38%-17.3pp | 258.74%-238.7pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,772 | $1,602+10.6% | $2,652-33.2% | $2,440-27.4% |
| Participant deferral / active EE | $3,300 | $2,680+23.1% | $3,899-15.3% | $3,607-8.5% |
| Admin fee / account holder | $222 | $3,395-93.5% | $4,912-95.5% | $5,124-95.7% |