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 5-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 | $3,963 |
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 | $25,200 | $66,750-62.2% | $105,722-76.2% | $57,658-56.3% |
| Participation rate | 35.9% | 79.2%-43.2pp | 78.9%-43.0pp | 70.2%-34.3pp |
| Annual return | 10.67% | 10.99%-0.3pp | 12.25%-1.6pp | 5.13%+5.5pp |
| Employer contribution / active EE | $1,265 | $3,766-66.4% | $4,079-69.0% | $1,974-35.9% |
| Participant deferral / active EE | $2,182 | $4,933-55.8% | $5,326-59.0% | $3,061-28.7% |
| Admin fee / account holder | $30 | $88-65.8% | $8,308-99.6% | $95-68.2% |