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 | $3,160 |
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 | $44,348 | $63,156-29.8% | $122,332-63.7% | $62,292-28.8% |
| Participation rate | 42.5% | 60.0%-17.5pp | 71.6%-29.1pp | 69.5%-27.0pp |
| Annual return | 22.38% | 20.61%+1.8pp | 30.27%-7.9pp | 28.90%-6.5pp |
| Employer contribution / active EE | $766 | $1,385-44.7% | $4,050-81.1% | $2,042-62.5% |
| Participant deferral / active EE | $1,655 | $2,321-28.7% | $3,287-49.7% | $3,169-47.8% |
| Admin fee / account holder | $50 | $440-88.6% | $5,478-99.1% | $479-89.5% |