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 | $5,852 |
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 | $104,262 | $88,122+18.3% | $141,162-26.1% | $67,579+54.3% |
| Participation rate | 45.8% | 76.5%-30.6pp | 82.5%-36.7pp | 71.3%-25.5pp |
| Annual return | 25.01% | 75.40%-50.4pp | 71.39%-46.4pp | 378.56%-353.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,918 | $5,958-17.5% | $6,709-26.7% | $3,539+38.9% |
| Admin fee / account holder | $37 | $131-71.8% | $10,261-99.6% | $142-74.1% |