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 8-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 | $7,675 |
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 | $64,396 | $66,310-2.9% | $93,606-31.2% | $65,185-1.2% |
| Participation rate | 61.4% | 74.0%-12.6pp | 75.8%-14.4pp | 70.2%-8.8pp |
| Annual return | 18.34% | 42.58%-24.2pp | 32.76%-14.4pp | 29.38%-11.0pp |
| Employer contribution / active EE | $2,251 | $2,012+11.9% | $2,718-17.2% | $2,177+3.4% |
| Participant deferral / active EE | $3,187 | $3,342-4.6% | $4,069-21.7% | $3,514-9.3% |
| Admin fee / account holder | $98 | $6,897-98.6% | $7,888-98.8% | $847-88.4% |