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 9-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 35-0145825 | Loan Processing | $31,149 |
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 | $39,112 | $48,261-19.0% | $68,793-43.1% | $55,725-29.8% |
| Participation rate | 59.4% | 71.0%-11.7pp | 72.2%-12.9pp | 70.9%-11.5pp |
| Annual return | 9.19% | -2.61%+11.8pp | -4.63%+13.8pp | 244.93%-235.7pp |
| Employer contribution / active EE | $1,022 | $1,742-41.3% | $2,625-61.1% | $2,078-50.8% |
| Participant deferral / active EE | $1,476 | $2,712-45.6% | $3,311-55.4% | $3,356-56.0% |
| Admin fee / account holder | $17 | $126-86.7% | $5,131-99.7% | $115-85.4% |