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 | $3,644 |
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 | $56,354 | $43,423+29.8% | $78,689-28.4% | $55,167+2.2% |
| Participation rate | 42.5% | 68.0%-25.6pp | 73.6%-31.1pp | 69.0%-26.5pp |
| Annual return | 7.53% | 11.53%-4.0pp | 62.18%-54.6pp | 169.23%-161.7pp |
| Employer contribution / active EE | $940 | $1,997-52.9% | $2,851-67.0% | $1,963-52.1% |
| Participant deferral / active EE | $2,353 | $2,509-6.2% | $3,517-33.1% | $3,054-23.0% |
| Admin fee / account holder | $51 | $416-87.7% | $4,510-98.9% | $504-89.8% |