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 | $3,169 |
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 | $24,182 | $53,412-54.7% | $68,509-64.7% | $52,331-53.8% |
| Participation rate | 67.8% | 71.7%-3.9pp | 74.7%-6.9pp | 68.1%-0.3pp |
| Annual return | 0.72% | 3.42%-2.7pp | 8.27%-7.5pp | 4.54%-3.8pp |
| Employer contribution / active EE | $1,267 | $1,607-21.2% | $2,278-44.4% | $1,882-32.7% |
| Participant deferral / active EE | $2,443 | $2,688-9.1% | $3,382-27.8% | $3,022-19.2% |
| Admin fee / account holder | $24 | $461-94.7% | $5,275-99.5% | $592-95.9% |