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 35-0145825 | Loan Processing | $13,990 |
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 | $28,135 | $53,127-47.0% | $86,590-67.5% | $70,131-59.9% |
| Participation rate | 46.3% | 65.3%-19.0pp | 73.5%-27.2pp | 69.5%-23.2pp |
| Annual return | 16.99% | 27.66%-10.7pp | 964.84%-947.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $341 | $2,068-83.5% | $2,839-88.0% | $2,342-85.5% |
| Participant deferral / active EE | $826 | $2,696-69.4% | $3,609-77.1% | $3,332-75.2% |
| Admin fee / account holder | $18 | $3,585-99.5% | $4,906-99.6% | $4,645-99.6% |