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 | $2,388 |
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 | $148,789 | $63,299+135.1% | $91,001+63.5% | $62,292+138.9% |
| Participation rate | 69.2% | 73.3%-4.1pp | 75.6%-6.4pp | 69.5%-0.3pp |
| Annual return | 18.39% | 20.99%-2.6pp | 4.60%+13.8pp | 28.90%-10.5pp |
| Employer contribution / active EE | $1,076 | $1,807-40.4% | $2,456-56.2% | $2,042-47.3% |
| Participant deferral / active EE | $4,023 | $2,943+36.7% | $3,547+13.4% | $3,169+27.0% |
| Admin fee / account holder | $53 | $468-88.6% | $5,417-99.0% | $479-88.9% |