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 | $6,005 |
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 | $50,504 | $40,113+25.9% | $84,015-39.9% | $77,787-35.1% |
| Participation rate | 40.2% | 62.8%-22.6pp | 69.0%-28.8pp | 73.2%-33.0pp |
| Annual return | 21.21% | 23.27%-2.1pp | 71.31%-50.1pp | 32.57%-11.4pp |
| Employer contribution / active EE | $647 | $847-23.6% | $1,983-67.4% | $2,504-74.2% |
| Participant deferral / active EE | $1,178 | $2,030-42.0% | $3,239-63.6% | $3,967-70.3% |
| Admin fee / account holder | $9 | $92-90.4% | $6,101-99.9% | $100-91.2% |