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 | $1,425 |
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 | $48,725 | $36,694+32.8% | $40,145,923-99.9% | $55,167-11.7% |
| Participation rate | 55.3% | 57.2%-1.9pp | 68.4%-13.1pp | 69.0%-13.7pp |
| Annual return | 15.90% | 10.16%+5.7pp | 5.24%+10.7pp | 169.23%-153.3pp |
| Employer contribution / active EE | $2,286 | $1,135+101.5% | $1,844+24.0% | $1,963+16.5% |
| Participant deferral / active EE | $3,962 | $1,679+136.0% | $2,591+53.0% | $3,054+29.7% |
| Admin fee / account holder | $37 | $175-78.8% | $2,903-98.7% | $504-92.6% |