Filed June 15, 2021
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 | $18,326 |
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 | $42,149 | $54,281-22.4% | $60,547-30.4% | $59,188-28.8% |
| Participation rate | 62.4% | 66.8%-4.4pp | 68.0%-5.5pp | 69.4%-7.0pp |
| Annual return | 1.00% | 1.74%-0.7pp | 335.64%-334.6pp | 5.51%-4.5pp |
| Employer contribution / active EE | $1,228 | $2,031-39.6% | $2,419-49.3% | $2,098-41.5% |
| Participant deferral / active EE | $3,599 | $2,789+29.1% | $3,328+8.2% | $3,265+10.2% |
| Admin fee / account holder | $18 | $64-71.4% | $4,536-99.6% | $92-80.0% |