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 9-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 | $16,051 |
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 | $109,444 | $48,046+127.8% | $84,611+29.4% | $72,985+50.0% |
| Participation rate | 57.7% | 57.6%+0.1pp | 68.2%-10.5pp | 69.5%-11.8pp |
| Annual return | 21.90% | 37.38%-15.5pp | 258.74%-236.8pp | 81.00%-59.1pp |
| Employer contribution / active EE | $3,430 | $1,602+114.1% | $2,652+29.3% | $2,440+40.6% |
| Participant deferral / active EE | $7,783 | $2,680+190.4% | $3,899+99.6% | $3,607+115.7% |
| Admin fee / account holder | $180 | $3,395-94.7% | $4,912-96.3% | $5,124-96.5% |