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 | $2,355 |
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 | $50,043 | $71,802-30.3% | $133,980-62.6% | $57,658-13.2% |
| Participation rate | 62.5% | 85.5%-22.9pp | 87.1%-24.5pp | 70.2%-7.7pp |
| Annual return | 16.30% | 13.51%+2.8pp | 29.30%-13.0pp | 5.13%+11.2pp |
| Employer contribution / active EE | $1,941 | $3,161-38.6% | $5,211-62.8% | $1,974-1.7% |
| Participant deferral / active EE | $3,885 | $4,606-15.7% | $6,282-38.2% | $3,061+26.9% |
| Admin fee / account holder | $11 | $88-86.9% | $9,324-99.9% | $95-87.8% |