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 7-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 | $31,239 |
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 | $89,075 | $47,977+85.7% | $154,107-42.2% | $56,287+58.3% |
| Participation rate | 40.5% | 66.2%-25.7pp | 83.0%-42.6pp | 69.9%-29.4pp |
| Annual return | 0.00% | 3.54%-3.5pp | 735.12%-735.1pp | -9.96%+10.0pp |
| Employer contribution / active EE | $3,897 | $2,169+79.7% | $5,298-26.4% | $2,111+84.6% |
| Participant deferral / active EE | $5,049 | $2,392+111.1% | $5,081-0.6% | $3,350+50.7% |
| Admin fee / account holder | $156 | $438-64.5% | $13,411-98.8% | $521-70.1% |