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 | $23,944 |
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 | $35,780 | $80,211-55.4% | $74,183-51.8% | $63,975-44.1% |
| Participation rate | 67.6% | 84.2%-16.5pp | 76.6%-9.0pp | 71.1%-3.5pp |
| Annual return | 12.18% | 14.13%-1.9pp | 17.74%-5.6pp | 48.65%-36.5pp |
| Employer contribution / active EE | $1,636 | $2,553-35.9% | $2,370-31.0% | $2,182-25.0% |
| Participant deferral / active EE | $3,696 | $4,370-15.4% | $3,550+4.1% | $3,356+10.1% |
| Admin fee / account holder | $23 | $67-65.4% | $5,586-99.6% | $70-67.0% |