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 | $8,125 |
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 | $33,880 | $23,385+44.9% | $69,182-51.0% | $57,658-41.2% |
| Participation rate | 10.6% | 37.9%-27.3pp | 55.1%-44.5pp | 70.2%-59.7pp |
| Annual return | 11.44% | -659.34%+670.8pp | -21.93%+33.4pp | 5.13%+6.3pp |
| Employer contribution / active EE | $193 | $422-54.2% | $1,206-84.0% | $1,974-90.2% |
| Participant deferral / active EE | $311 | $843-63.1% | $1,897-83.6% | $3,061-89.8% |
| Admin fee / account holder | $70 | $82-14.4% | $2,697-97.4% | $95-25.7% |