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 | -$50,000 |
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 | $89,465 | $79,519+12.5% | $95,952-6.8% | $73,409+21.9% |
| Participation rate | 60.9% | 81.2%-20.3pp | 77.1%-16.2pp | 72.2%-11.3pp |
| Annual return | 15.73% | 19.20%-3.5pp | 91.61%-75.9pp | 59.29%-43.6pp |
| Employer contribution / active EE | $2,348 | $2,048+14.7% | $2,541-7.6% | $2,234+5.1% |
| Participant deferral / active EE | $4,440 | $4,138+7.3% | $4,167+6.5% | $3,805+16.7% |
| Admin fee / account holder | -$64 | $184-134.7% | $6,795-100.9% | $158-140.5% |