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 | $169,192 |
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 | $47,496 | $44,989+5.6% | $170,442-72.1% | $77,958-39.1% |
| Participation rate | 55.6% | 64.6%-9.0pp | 83.6%-28.0pp | 71.6%-16.0pp |
| Annual return | 26.88% | 19.61%+7.3pp | 205.93%-179.0pp | 20.87%+6.0pp |
| Employer contribution / active EE | $1,971 | $1,466+34.4% | $5,433-63.7% | $2,310-14.7% |
| Participant deferral / active EE | $3,871 | $2,208+75.4% | $4,939-21.6% | $3,537+9.5% |
| Admin fee / account holder | $86 | $69+24.7% | $13,880-99.4% | $97-11.7% |