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 | $5,544 |
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 | $38,986 | $37,044+5.2% | $71,796-45.7% | $57,658-32.4% |
| Participation rate | 50.1% | 61.1%-11.0pp | 69.1%-19.0pp | 70.2%-20.1pp |
| Annual return | 9.14% | 12.64%-3.5pp | 78.04%-68.9pp | 5.13%+4.0pp |
| Employer contribution / active EE | $547 | $720-24.1% | $1,924-71.6% | $1,974-72.3% |
| Participant deferral / active EE | $2,428 | $1,974+23.0% | $2,794-13.1% | $3,061-20.7% |
| Admin fee / account holder | $24 | $101-76.6% | $4,815-99.5% | $95-75.0% |