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 | $9,442 |
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 | $25,790 | $46,732-44.8% | $156,549-83.5% | $55,167-53.3% |
| Participation rate | 58.5% | 65.8%-7.3pp | 84.0%-25.5pp | 69.0%-10.5pp |
| Annual return | 8.35% | 17.72%-9.4pp | 32.23%-23.9pp | 169.23%-160.9pp |
| Employer contribution / active EE | $663 | $2,105-68.5% | $5,501-87.9% | $1,963-66.2% |
| Participant deferral / active EE | $2,437 | $2,204+10.6% | $4,871-50.0% | $3,054-20.2% |
| Admin fee / account holder | $81 | $418-80.7% | $13,027-99.4% | $504-84.0% |