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 | $20,638 |
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 | $30,956 | $52,953-41.5% | $172,739-82.1% | $65,185-52.5% |
| Participation rate | 68.0% | 66.2%+1.8pp | 82.6%-14.6pp | 70.2%-2.2pp |
| Annual return | 24.72% | 30.12%-5.4pp | 802.84%-778.1pp | 29.38%-4.7pp |
| Employer contribution / active EE | $934 | $2,190-57.3% | $5,143-81.8% | $2,177-57.1% |
| Participant deferral / active EE | $2,547 | $2,471+3.1% | $5,198-51.0% | $3,514-27.5% |
| Admin fee / account holder | $133 | $472-71.9% | $13,954-99.0% | $847-84.3% |