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 | $3,268 |
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 | $31,052 | $46,360-33.0% | $147,614-79.0% | $52,331-40.7% |
| Participation rate | 38.6% | 64.9%-26.3pp | 84.6%-46.0pp | 68.1%-29.5pp |
| Annual return | 4.49% | 1.62%+2.9pp | 61.98%-57.5pp | 4.54%-0.1pp |
| Employer contribution / active EE | $894 | $2,126-58.0% | $5,564-83.9% | $1,882-52.5% |
| Participant deferral / active EE | $1,935 | $2,258-14.3% | $4,895-60.5% | $3,022-36.0% |
| Admin fee / account holder | $33 | $766-95.7% | $11,611-99.7% | $592-94.5% |