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 | $2,525 |
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 | $35,325 | $51,620-31.6% | $90,281-60.9% | $65,185-45.8% |
| Participation rate | 37.1% | 68.6%-31.5pp | 73.3%-36.1pp | 70.2%-33.1pp |
| Annual return | 20.25% | 24.94%-4.7pp | 78.10%-57.9pp | 29.38%-9.1pp |
| Employer contribution / active EE | $524 | $2,235-76.6% | $2,854-81.7% | $2,177-75.9% |
| Participant deferral / active EE | $1,410 | $2,871-50.9% | $3,885-63.7% | $3,514-59.9% |
| Admin fee / account holder | $24 | $384-93.9% | $5,351-99.6% | $847-97.2% |