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 | $15,549 |
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 | $36,222 | $48,261-24.9% | $68,793-47.3% | $55,725-35.0% |
| Participation rate | 47.4% | 71.0%-23.6pp | 72.2%-24.8pp | 70.9%-23.4pp |
| Annual return | -3.86% | -2.61%-1.3pp | -4.63%+0.8pp | 244.93%-248.8pp |
| Employer contribution / active EE | $1,445 | $1,742-17.1% | $2,625-45.0% | $2,078-30.5% |
| Participant deferral / active EE | $3,341 | $2,712+23.2% | $3,311+0.9% | $3,356-0.4% |
| Admin fee / account holder | $50 | $126-60.6% | $5,131-99.0% | $115-56.9% |