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 | $19,106 |
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 | $96,009 | $50,666+89.5% | $76,817+25.0% | $65,185+47.3% |
| Participation rate | 60.7% | 68.8%-8.1pp | 72.1%-11.4pp | 70.2%-9.5pp |
| Annual return | 26.87% | 28.51%-1.6pp | 1166.11%-1139.2pp | 29.38%-2.5pp |
| Employer contribution / active EE | $1,279 | $1,575-18.8% | $2,302-44.4% | $2,177-41.2% |
| Participant deferral / active EE | $4,765 | $2,647+80.0% | $3,336+42.8% | $3,514+35.6% |
| Admin fee / account holder | $133 | $463-71.3% | $6,420-97.9% | $847-84.3% |