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 | $11,898 |
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 | $75,835 | $39,245+93.2% | $64,105+18.3% | $52,331+44.9% |
| Participation rate | 67.4% | 58.2%+9.1pp | 68.2%-0.8pp | 68.1%-0.7pp |
| Annual return | -0.25% | 14.79%-15.0pp | 791.24%-791.5pp | 4.54%-4.8pp |
| Employer contribution / active EE | $1,066 | $736+44.8% | $1,820-41.4% | $1,882-43.3% |
| Participant deferral / active EE | $2,568 | $1,992+28.9% | $2,822-9.0% | $3,022-15.0% |
| Admin fee / account holder | $82 | $592-86.1% | $4,499-98.2% | $592-86.1% |