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 | $6,473 |
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 | $86,715 | $70,879+22.3% | $189,557-54.3% | $79,386+9.2% |
| Participation rate | 43.5% | 68.0%-24.5pp | 78.4%-34.9pp | 70.7%-27.2pp |
| Annual return | 12.91% | 20.70%-7.8pp | 64.17%-51.3pp | 116.85%-103.9pp |
| Employer contribution / active EE | $982 | $1,806-45.6% | $4,412-77.7% | $2,427-59.5% |
| Participant deferral / active EE | $2,118 | $4,081-48.1% | $6,174-65.7% | $4,046-47.6% |
| Admin fee / account holder | $80 | $647-87.6% | $9,807-99.2% | $626-87.2% |