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 | $19,057 |
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 | $67,909 | $73,404-7.5% | $87,100-22.0% | $67,579+0.5% |
| Participation rate | 65.4% | 80.9%-15.4pp | 76.9%-11.4pp | 71.3%-5.8pp |
| Annual return | 21.55% | 48.29%-26.7pp | 28.19%-6.6pp | 378.56%-357.0pp |
| Employer contribution / active EE | $1,369 | $2,014-32.0% | $2,521-45.7% | $2,148-36.2% |
| Participant deferral / active EE | $2,725 | $3,913-30.3% | $4,049-32.7% | $3,539-23.0% |
| Admin fee / account holder | $76 | $142-46.6% | $7,497-99.0% | $142-46.9% |