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 | $6,893 |
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 | $80,592 | $69,305+16.3% | $82,313-2.1% | $69,631+15.7% |
| Participation rate | 62.5% | 80.3%-17.8pp | 76.9%-14.4pp | 70.7%-8.2pp |
| Annual return | 16.59% | 21.47%-4.9pp | 25.88%-9.3pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $1,372 | $1,887-27.3% | $2,428-43.5% | $2,032-32.5% |
| Participant deferral / active EE | $2,683 | $3,568-24.8% | $3,706-27.6% | $3,224-16.8% |
| Admin fee / account holder | $46 | $97-52.3% | $5,608-99.2% | $110-58.0% |