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 | $22,787 |
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 | $119,237 | $54,590+118.4% | $81,930+45.5% | $73,488+62.3% |
| Participation rate | 58.4% | 68.3%-9.9pp | 72.0%-13.6pp | 70.7%-12.3pp |
| Annual return | 22.99% | 17.74%+5.3pp | 29.49%-6.5pp | 28.51%-5.5pp |
| Employer contribution / active EE | $1,203 | $1,636-26.4% | $4,310-72.1% | $2,270-47.0% |
| Participant deferral / active EE | $4,773 | $2,759+73.0% | $7,107-32.8% | $3,740+27.6% |
| Admin fee / account holder | $161 | $592-72.7% | $5,158-96.9% | $513-68.5% |