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 | $11,423 |
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 | $127,234 | $49,138+158.9% | $84,015+51.4% | $65,185+95.2% |
| Participation rate | 57.5% | 60.7%-3.2pp | 69.0%-11.5pp | 70.2%-12.7pp |
| Annual return | 30.27% | 23.00%+7.3pp | 71.31%-41.0pp | 29.38%+0.9pp |
| Employer contribution / active EE | $1,815 | $914+98.7% | $1,983-8.5% | $2,177-16.6% |
| Participant deferral / active EE | $3,691 | $2,397+54.0% | $3,239+14.0% | $3,514+5.0% |
| Admin fee / account holder | $92 | $543-83.1% | $6,101-98.5% | $847-89.1% |