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 | $27,390 |
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 | $55,368 | $46,722+18.5% | $130,648-57.6% | $65,185-15.1% |
| Participation rate | 67.0% | 60.9%+6.0pp | 71.7%-4.8pp | 70.2%-3.2pp |
| Annual return | 21.44% | 24.17%-2.7pp | 1708.96%-1687.5pp | 29.38%-7.9pp |
| Employer contribution / active EE | $2,274 | $1,488+52.9% | $4,092-44.4% | $2,177+4.5% |
| Participant deferral / active EE | $2,350 | $2,545-7.7% | $3,603-34.8% | $3,514-33.1% |
| Admin fee / account holder | $115 | $453-74.6% | $5,464-97.9% | $847-86.4% |