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 | $9,517 |
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 | $46,642 | $65,376-28.7% | $87,100-46.5% | $65,185-28.4% |
| Participation rate | 58.6% | 75.3%-16.7pp | 76.9%-18.2pp | 70.2%-11.6pp |
| Annual return | 27.16% | 31.27%-4.1pp | 28.19%-1.0pp | 29.38%-2.2pp |
| Employer contribution / active EE | $1,957 | $1,822+7.4% | $2,521-22.4% | $2,177-10.1% |
| Participant deferral / active EE | $4,139 | $3,388+22.2% | $4,049+2.2% | $3,514+17.8% |
| Admin fee / account holder | $106 | $520-79.6% | $7,497-98.6% | $847-87.5% |