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 | -$175 |
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 | $30,963 | $33,826-8.5% | $88,538-65.0% | $67,579-54.2% |
| Participation rate | 33.4% | 64.6%-31.1pp | 68.7%-35.3pp | 71.3%-37.8pp |
| Annual return | 24.20% | 68.24%-44.0pp | 43.64%-19.4pp | 378.56%-354.4pp |
| Employer contribution / active EE | $438 | $1,232-64.5% | $2,098-79.1% | $2,148-79.6% |
| Participant deferral / active EE | $1,043 | $2,089-50.1% | $2,914-64.2% | $3,539-70.5% |
| Admin fee / account holder | $20 | $134-85.3% | $4,310-99.5% | $142-86.2% |