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 | $11,995 |
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 | $57,548 | $64,909-11.3% | $82,313-30.1% | $62,292-7.6% |
| Participation rate | 56.6% | 74.9%-18.3pp | 76.9%-20.3pp | 69.5%-12.9pp |
| Annual return | 18.29% | 21.18%-2.9pp | 25.88%-7.6pp | 28.90%-10.6pp |
| Employer contribution / active EE | $1,622 | $1,676-3.2% | $2,428-33.2% | $2,042-20.6% |
| Participant deferral / active EE | $3,045 | $3,103-1.9% | $3,706-17.8% | $3,169-3.9% |
| Admin fee / account holder | $73 | $440-83.5% | $5,608-98.7% | $479-84.8% |