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 | $67,737 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,105 | $41,647+85.1% | $96,139-19.8% | $86,799-11.2% |
| Participation rate | 38.0% | 50.2%-12.2pp | 68.4%-30.4pp | 72.3%-34.3pp |
| Annual return | 13.43% | 27.24%-13.8pp | 191.94%-178.5pp | 97.91%-84.5pp |
| Employer contribution / active EE | $1,061 | $1,318-19.5% | $2,797-62.1% | $2,405-55.9% |
| Participant deferral / active EE | $5,728 | $2,412+137.4% | $4,349+31.7% | $4,131+38.7% |
| Admin fee / account holder | $112 | $169-33.7% | $5,537-98.0% | $170-33.8% |