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 | $24,716 |
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 | $47,934 | $39,898+20.1% | $121,196-60.4% | $55,725-14.0% |
| Participation rate | 69.9% | 61.2%+8.7pp | 71.7%-1.9pp | 70.9%-1.0pp |
| Annual return | -4.70% | -0.96%-3.7pp | 16.93%-21.6pp | 244.93%-249.6pp |
| Employer contribution / active EE | $2,129 | $1,295+64.4% | $4,022-47.1% | $2,078+2.4% |
| Participant deferral / active EE | $2,502 | $2,439+2.6% | $3,344-25.2% | $3,356-25.4% |
| Admin fee / account holder | $96 | $95+0.7% | $5,019-98.1% | $115-16.8% |