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 | $11,535 |
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 | $30,439 | $44,229-31.2% | $155,790-80.5% | $55,191-44.8% |
| Participation rate | 31.5% | 60.8%-29.3pp | 76.1%-44.6pp | 69.2%-37.6pp |
| Annual return | 0.55% | 0.37%+0.2pp | 71.54%-71.0pp | 10.78%-10.2pp |
| Employer contribution / active EE | $1,244 | $1,317-5.5% | $3,836-67.6% | $1,899-34.5% |
| Participant deferral / active EE | $1,555 | $2,851-45.5% | $4,797-67.6% | $3,046-48.9% |
| Admin fee / account holder | $76 | $86-11.4% | $7,478-99.0% | $91-15.8% |