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 | $2,400 |
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 | $162,939 | $66,310+145.7% | $93,606+74.1% | $65,185+150.0% |
| Participation rate | 67.2% | 74.0%-6.8pp | 75.8%-8.6pp | 70.2%-3.0pp |
| Annual return | 24.45% | 42.58%-18.1pp | 32.76%-8.3pp | 29.38%-4.9pp |
| Employer contribution / active EE | $1,186 | $2,012-41.1% | $2,718-56.4% | $2,177-45.5% |
| Participant deferral / active EE | $4,521 | $3,342+35.3% | $4,069+11.1% | $3,514+28.7% |
| Admin fee / account holder | $32 | $6,897-99.5% | $7,888-99.6% | $847-96.2% |