See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,804 | $55,449-1.2% | $83,848-34.6% | $56,287-2.6% |
| Participation rate | 59.1% | 68.0%-8.9pp | 76.1%-17.1pp | 69.9%-10.8pp |
| Annual return | -6.14% | -1.38%-4.8pp | 850.88%-857.0pp | -9.96%+3.8pp |
| Employer contribution / active EE | $411 | $2,430-83.1% | $3,631-88.7% | $2,111-80.5% |
| Participant deferral / active EE | $3,197 | $2,935+8.9% | $4,082-21.7% | $3,350-4.6% |
| Admin fee / account holder | $8 | $656-98.8% | $5,478-99.9% | $521-98.5% |