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 | $4,288 |
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 | $43,411-30.3% | $94,993-68.2% | $69,631-56.6% |
| Participation rate | 62.7% | 64.4%-1.7pp | 73.9%-11.2pp | 70.7%-8.0pp |
| Annual return | 19.57% | 22.54%-3.0pp | 27.12%-7.5pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $1,401 | $1,202+16.5% | $2,603-46.2% | $2,032-31.1% |
| Participant deferral / active EE | $2,469 | $2,384+3.5% | $3,317-25.6% | $3,224-23.4% |
| Admin fee / account holder | $13 | $87-85.3% | $4,960-99.7% | $110-88.4% |