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 | $11,607 |
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 | $52,459 | $54,320-3.4% | $67,652-22.5% | $52,331+0.2% |
| Participation rate | 58.5% | 73.6%-15.1pp | 75.7%-17.1pp | 68.1%-9.6pp |
| Annual return | -0.39% | 6.81%-7.2pp | 6625.04%-6625.4pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1,117 | $1,544-27.6% | $2,266-50.7% | $1,882-40.6% |
| Participant deferral / active EE | $2,500 | $2,950-15.2% | $3,560-29.8% | $3,022-17.3% |
| Admin fee / account holder | $74 | $527-85.9% | $4,821-98.5% | $592-87.5% |