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 | $10,919 |
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 | $61,797 | $73,638-16.1% | $95,952-35.6% | $73,488-15.9% |
| Participation rate | 51.3% | 76.2%-24.8pp | 77.1%-25.7pp | 70.7%-19.3pp |
| Annual return | 25.60% | 16.78%+8.8pp | 91.61%-66.0pp | 28.51%-2.9pp |
| Employer contribution / active EE | $2,021 | $1,863+8.5% | $2,541-20.5% | $2,270-11.0% |
| Participant deferral / active EE | $4,144 | $3,617+14.6% | $4,167-0.6% | $3,740+10.8% |
| Admin fee / account holder | $120 | $482-75.1% | $6,795-98.2% | $513-76.6% |