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 | $3,915 |
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 | $60,087 | $32,913+82.6% | $80,004-24.9% | $59,188+1.5% |
| Participation rate | 52.8% | 56.9%-4.1pp | 73.0%-20.2pp | 69.4%-16.6pp |
| Annual return | 0.00% | 1.16%-1.2pp | 7.63%-7.6pp | 5.51%-5.5pp |
| Employer contribution / active EE | $413 | $789-47.6% | $2,473-83.3% | $2,098-80.3% |
| Participant deferral / active EE | $771 | $1,686-54.3% | $3,204-75.9% | $3,265-76.4% |
| Admin fee / account holder | $2 | $40-95.5% | $5,033-100.0% | $92-98.0% |