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 | $175 |
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 | $42,379 | $52,884-19.9% | $84,750-50.0% | $55,167-23.2% |
| Participation rate | 24.2% | 67.5%-43.3pp | 76.6%-52.3pp | 69.0%-44.7pp |
| Annual return | 6.45% | 18.03%-11.6pp | 22.78%-16.3pp | 169.23%-162.8pp |
| Employer contribution / active EE | $430 | $2,233-80.8% | $3,574-88.0% | $1,963-78.1% |
| Participant deferral / active EE | $1,493 | $2,644-43.5% | $3,712-59.8% | $3,054-51.1% |
| Admin fee / account holder | $4 | $581-99.3% | $5,332-99.9% | $504-99.2% |