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 | $2,802 |
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 | $58,187 | $65,395-11.0% | $182,532-68.1% | $72,985-20.3% |
| Participation rate | 35.6% | 65.4%-29.8pp | 78.0%-42.4pp | 69.5%-33.9pp |
| Annual return | 20.73% | 27.68%-7.0pp | 148.54%-127.8pp | 81.00%-60.3pp |
| Employer contribution / active EE | $430 | $1,911-77.5% | $4,076-89.5% | $2,440-82.4% |
| Participant deferral / active EE | $1,242 | $3,563-65.2% | $5,524-77.5% | $3,607-65.6% |
| Admin fee / account holder | $94 | $4,245-97.8% | $8,592-98.9% | $5,124-98.2% |