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 | $2,094 |
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 | $30,243 | $56,629-46.6% | $77,999-61.2% | $55,167-45.2% |
| Participation rate | 63.0% | 73.3%-10.3pp | 75.5%-12.6pp | 69.0%-6.0pp |
| Annual return | 7.43% | 2866.98%-2859.6pp | 425.96%-418.5pp | 169.23%-161.8pp |
| Employer contribution / active EE | $1,328 | $1,723-22.9% | $2,470-46.2% | $1,963-32.3% |
| Participant deferral / active EE | $2,597 | $2,777-6.5% | $3,497-25.7% | $3,054-15.0% |
| Admin fee / account holder | $19 | $467-95.9% | $5,480-99.7% | $504-96.2% |