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 | $6,094 |
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 | $77,943 | $62,132+25.4% | $185,823-58.1% | $73,488+6.1% |
| Participation rate | 46.3% | 67.8%-21.5pp | 78.0%-31.7pp | 70.7%-24.4pp |
| Annual return | 17.07% | 20.44%-3.4pp | 35.95%-18.9pp | 28.51%-11.4pp |
| Employer contribution / active EE | $1,018 | $1,681-39.5% | $4,087-75.1% | $2,270-55.2% |
| Participant deferral / active EE | $1,997 | $3,711-46.2% | $5,632-64.5% | $3,740-46.6% |
| Admin fee / account holder | $76 | $419-81.8% | $9,500-99.2% | $513-85.1% |