Filed October 3, 2019
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 | $15,475 |
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 | $27,973 | $27,330+2.4% | $67,711-58.7% | $55,191-49.3% |
| Participation rate | 40.3% | 47.5%-7.2pp | 67.5%-27.2pp | 69.2%-28.8pp |
| Annual return | 2.13% | 8.81%-6.7pp | 25.41%-23.3pp | 10.78%-8.6pp |
| Employer contribution / active EE | $851 | $855-0.4% | $2,559-66.7% | $1,899-55.2% |
| Participant deferral / active EE | $2,286 | $1,709+33.8% | $3,585-36.2% | $3,046-25.0% |
| Admin fee / account holder | $62 | $109-43.5% | $4,255-98.5% | $91-32.0% |