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 | $23,542 |
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 | $49,531 | $61,473-19.4% | $81,930-39.5% | $73,409-32.5% |
| Participation rate | 56.1% | 72.4%-16.3pp | 72.0%-15.9pp | 72.2%-16.1pp |
| Annual return | 23.31% | 28.26%-4.9pp | 29.49%-6.2pp | 59.29%-36.0pp |
| Employer contribution / active EE | $1,956 | $1,898+3.1% | $4,310-54.6% | $2,234-12.4% |
| Participant deferral / active EE | $4,477 | $3,080+45.3% | $7,107-37.0% | $3,805+17.6% |
| Admin fee / account holder | $56 | $125-55.1% | $5,158-98.9% | $158-64.3% |