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 | $10,697 |
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 | $46,315 | $65,376-29.2% | $87,100-46.8% | $65,185-28.9% |
| Participation rate | 60.6% | 75.3%-14.8pp | 76.9%-16.3pp | 70.2%-9.6pp |
| Annual return | 18.51% | 31.27%-12.8pp | 28.19%-9.7pp | 29.38%-10.9pp |
| Employer contribution / active EE | $650 | $1,822-64.4% | $2,521-74.2% | $2,177-70.2% |
| Participant deferral / active EE | $2,580 | $3,388-23.9% | $4,049-36.3% | $3,514-26.6% |
| Admin fee / account holder | $70 | $520-86.5% | $7,497-99.1% | $847-91.7% |