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 | $6,597 |
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 | $45,706 | $59,186-22.8% | $76,768-40.5% | $56,287-18.8% |
| Participation rate | 63.0% | 75.2%-12.3pp | 77.0%-14.0pp | 69.9%-6.9pp |
| Annual return | -5.75% | 6.62%-12.4pp | 2.43%-8.2pp | -9.96%+4.2pp |
| Employer contribution / active EE | $2,160 | $1,759+22.8% | $2,485-13.1% | $2,111+2.3% |
| Participant deferral / active EE | $4,496 | $3,255+38.1% | $3,852+16.7% | $3,350+34.2% |
| Admin fee / account holder | $93 | $489-81.0% | $6,675-98.6% | $521-82.2% |