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 | $7,351 |
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 | $125,458 | $155,795-19.5% | $136,294-8.0% | $69,631+80.2% |
| Participation rate | 38.4% | 75.2%-36.8pp | 81.9%-43.5pp | 70.7%-32.3pp |
| Annual return | 21.93% | 232464.33%-232442.4pp | 5155.94%-5134.0pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,969 | $5,394-26.4% | $6,247-36.5% | $3,224+23.1% |
| Admin fee / account holder | $42 | $128-67.6% | $9,243-99.6% | $110-62.3% |