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 | $9,616 |
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 | $37,255 | $35,485+5.0% | $74,550-50.0% | $55,725-33.1% |
| Participation rate | 67.6% | 62.5%+5.1pp | 69.1%-1.5pp | 70.9%-3.3pp |
| Annual return | -0.06% | 0.72%-0.8pp | 32.53%-32.6pp | 244.93%-245.0pp |
| Employer contribution / active EE | $1,219 | $777+56.8% | $1,961-37.8% | $2,078-41.3% |
| Participant deferral / active EE | $4,558 | $2,181+109.0% | $3,108+46.7% | $3,356+35.8% |
| Admin fee / account holder | $35 | $114-69.5% | $5,060-99.3% | $115-69.8% |