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 9-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 | $4,550 |
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 | $40,484 | $46,072-12.1% | $70,014-42.2% | $55,167-26.6% |
| Participation rate | 67.2% | 67.5%-0.3pp | 71.8%-4.6pp | 69.0%-1.8pp |
| Annual return | 5.31% | 8.68%-3.4pp | 12.99%-7.7pp | 169.23%-163.9pp |
| Employer contribution / active EE | $670 | $1,500-55.3% | $2,338-71.3% | $1,963-65.9% |
| Participant deferral / active EE | $2,028 | $2,344-13.5% | $2,931-30.8% | $3,054-33.6% |
| Admin fee / account holder | $41 | $428-90.4% | $4,380-99.1% | $504-91.9% |