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 | $1,935 |
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.
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 | $58,911 | $60,165-2.1% | $74,183-20.6% | $55,167+6.8% |
| Participation rate | 46.0% | 74.2%-28.2pp | 76.6%-30.6pp | 69.0%-23.0pp |
| Annual return | 6.67% | 10.00%-3.3pp | 17.74%-11.1pp | 169.23%-162.6pp |
| Employer contribution / active EE | $14 | $1,600-99.1% | $2,370-99.4% | $1,963-99.3% |
| Participant deferral / active EE | $2,833 | $2,973-4.7% | $3,550-20.2% | $3,054-7.3% |
| Admin fee / account holder | $24 | $419-94.3% | $5,586-99.6% | $504-95.3% |