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 | $7,008 |
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 | $48,234 | $80,177-39.8% | $123,892-61.1% | $57,658-16.3% |
| Participation rate | 69.6% | 74.4%-4.8pp | 81.4%-11.8pp | 70.2%-0.6pp |
| Annual return | 11.96% | 17.90%-5.9pp | 47.52%-35.6pp | 5.13%+6.8pp |
| Employer contribution / active EE | $2,671 | $2,913-8.3% | $4,617-42.1% | $1,974+35.3% |
| Participant deferral / active EE | $9,326 | $5,130+81.8% | $5,984+55.8% | $3,061+204.7% |
| Admin fee / account holder | $16 | $106-85.2% | $8,357-99.8% | $95-83.4% |