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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.
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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 | $2,606 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,678 | $86,225-7.6% | $146,665-45.7% | $86,799-8.2% |
| Participation rate | 53.9% | 78.0%-24.0pp | 80.1%-26.1pp | 72.3%-18.4pp |
| Annual return | 16.63% | 31.23%-14.6pp | 22.74%-6.1pp | 97.91%-81.3pp |
| Employer contribution / active EE | $566 | $2,392-76.3% | $4,136-86.3% | $2,405-76.5% |
| Participant deferral / active EE | $4,353 | $4,245+2.5% | $5,506-20.9% | $4,131+5.4% |
| Admin fee / account holder | $13 | $195-93.6% | $10,280-99.9% | $170-92.6% |