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 | $4,400 |
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 | $55,609 | $50,637+9.8% | $86,590-35.8% | $62,292-10.7% |
| Participation rate | 46.0% | 67.9%-21.9pp | 73.5%-27.5pp | 69.5%-23.5pp |
| Annual return | 17.12% | 20.80%-3.7pp | 964.84%-947.7pp | 28.90%-11.8pp |
| Employer contribution / active EE | $805 | $2,075-61.2% | $2,839-71.6% | $2,042-60.6% |
| Participant deferral / active EE | $2,025 | $2,611-22.5% | $3,609-43.9% | $3,169-36.1% |
| Admin fee / account holder | $52 | $413-87.3% | $4,906-98.9% | $479-89.1% |