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 | $3,869 |
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 | $77,643 | $28,416+173.2% | $73,545+5.6% | $69,631+11.5% |
| Participation rate | 22.7% | 38.3%-15.7pp | 54.9%-32.3pp | 70.7%-48.0pp |
| Annual return | 20.41% | -694.13%+714.5pp | -15.16%+35.6pp | 27571.02%-27550.6pp |
| Employer contribution / active EE | $361 | $430-16.2% | $1,219-70.4% | $2,032-82.2% |
| Participant deferral / active EE | $685 | $897-23.7% | $1,806-62.1% | $3,224-78.8% |
| Admin fee / account holder | $20 | $104-80.7% | $2,320-99.1% | $110-81.8% |