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 | $37,070 |
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 | $52,012 | $59,186-12.1% | $76,768-32.2% | $56,287-7.6% |
| Participation rate | 66.2% | 75.2%-9.0pp | 77.0%-10.8pp | 69.9%-3.7pp |
| Annual return | -5.17% | 6.62%-11.8pp | 2.43%-7.6pp | -9.96%+4.8pp |
| Employer contribution / active EE | $906 | $1,759-48.5% | $2,485-63.5% | $2,111-57.1% |
| Participant deferral / active EE | $2,275 | $3,255-30.1% | $3,852-40.9% | $3,350-32.1% |
| Admin fee / account holder | $8 | $489-98.4% | $6,675-99.9% | $521-98.5% |