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 35-0145825 | Loan Processing | $7,188 |
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 | $103,130 | $67,984+51.7% | $65,493+57.5% | $74,304+38.8% |
| Participation rate | 63.4% | 66.3%-3.0pp | 73.1%-9.7pp | 60.3%+3.0pp |
| Annual return | 12.10% | 19.87%-7.8pp | 982.45%-970.3pp | 29.43%-17.3pp |
| Employer contribution / active EE | $2,593 | $2,491+4.1% | $2,574+0.7% | $2,241+15.7% |
| Participant deferral / active EE | $2,581 | $3,346-22.9% | $3,961-34.8% | $3,767-31.5% |
| Admin fee / account holder | $50 | $1,373-96.3% | $5,028-99.0% | $2,969-98.3% |