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 | $3,469 |
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 | $94,412 | $43,504+117.0% | $68,793+37.2% | $56,287+67.7% |
| Participation rate | 67.4% | 67.8%-0.5pp | 72.2%-4.8pp | 69.9%-2.5pp |
| Annual return | -4.99% | -3.15%-1.8pp | -4.63%-0.4pp | -9.96%+5.0pp |
| Employer contribution / active EE | $1,548 | $1,525+1.5% | $2,625-41.0% | $2,111-26.7% |
| Participant deferral / active EE | $2,904 | $2,509+15.8% | $3,311-12.3% | $3,350-13.3% |
| Admin fee / account holder | $18 | $515-96.5% | $5,131-99.7% | $521-96.6% |