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 | $11,143 |
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 | $0 | $64,909-100.0% | $82,313-100.0% | $62,292-100.0% |
| Participation rate | 0.0% | 74.9%-74.9pp | 76.9%-76.9pp | 69.5%-69.5pp |
| Annual return | 14.64% | 21.18%-6.5pp | 25.88%-11.2pp | 28.90%-14.3pp |
| Employer contribution / active EE | $2,066 | $1,676+23.2% | $2,428-14.9% | $2,042+1.1% |
| Participant deferral / active EE | $4,910 | $3,103+58.2% | $3,706+32.5% | $3,169+54.9% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |