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 | $4,803 |
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 | $41,556 | $55,453-25.1% | $170,442-75.6% | $62,292-33.3% |
| Participation rate | 44.4% | 66.4%-22.0pp | 83.6%-39.2pp | 69.5%-25.1pp |
| Annual return | 24.18% | 21.38%+2.8pp | 205.93%-181.8pp | 28.90%-4.7pp |
| Employer contribution / active EE | $1,258 | $2,164-41.9% | $5,433-76.9% | $2,042-38.4% |
| Participant deferral / active EE | $2,584 | $2,303+12.2% | $4,939-47.7% | $3,169-18.5% |
| Admin fee / account holder | $36 | $455-92.1% | $13,880-99.7% | $479-92.5% |