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 | $9,708 |
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 | $40,362 | $25,302+59.5% | $74,701-46.0% | $67,579-40.3% |
| Participation rate | 15.5% | 37.8%-22.3pp | 54.5%-38.9pp | 71.3%-55.7pp |
| Annual return | 24.69% | 10291.17%-10266.5pp | 752.92%-728.2pp | 378.56%-353.9pp |
| Employer contribution / active EE | $282 | $446-36.7% | $1,084-73.9% | $2,148-86.9% |
| Participant deferral / active EE | $479 | $954-49.8% | $1,964-75.6% | $3,539-86.5% |
| Admin fee / account holder | $68 | $108-37.3% | $3,333-98.0% | $142-52.6% |