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 | $5,941 |
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 | $56,572 | $48,576+16.5% | $169,463-66.6% | $56,287+0.5% |
| Participation rate | 51.3% | 65.8%-14.5pp | 77.8%-26.5pp | 69.9%-18.6pp |
| Annual return | -4.91% | -2.51%-2.4pp | 1.83%-6.7pp | -9.96%+5.0pp |
| Employer contribution / active EE | $892 | $1,559-42.8% | $4,159-78.6% | $2,111-57.7% |
| Participant deferral / active EE | $1,590 | $3,275-51.5% | $5,277-69.9% | $3,350-52.5% |
| Admin fee / account holder | $64 | $435-85.2% | $9,109-99.3% | $521-87.6% |