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 9-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 | $6,664 |
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 | $52,550 | $59,186-11.2% | $76,768-31.5% | $56,287-6.6% |
| Participation rate | 61.9% | 75.2%-13.3pp | 77.0%-15.1pp | 69.9%-8.0pp |
| Annual return | 7.64% | 6.62%+1.0pp | 2.43%+5.2pp | -9.96%+17.6pp |
| Employer contribution / active EE | $904 | $1,759-48.6% | $2,485-63.6% | $2,111-57.2% |
| Participant deferral / active EE | $1,758 | $3,255-46.0% | $3,852-54.3% | $3,350-47.5% |
| Admin fee / account holder | $52 | $489-89.3% | $6,675-99.2% | $521-90.0% |