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 3-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 | $7,464 |
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 | $55,743 | $62,672-11.1% | $185,117-69.9% | $70,131-20.5% |
| Participation rate | 48.4% | 63.8%-15.3pp | 77.3%-28.8pp | 69.5%-21.1pp |
| Annual return | 21.21% | 40.79%-19.6pp | 40.50%-19.3pp | 73.14%-51.9pp |
| Employer contribution / active EE | $1,326 | $1,753-24.4% | $4,182-68.3% | $2,342-43.4% |
| Participant deferral / active EE | $3,635 | $3,272+11.1% | $5,045-27.9% | $3,332+9.1% |
| Admin fee / account holder | $149 | $3,932-96.2% | $8,159-98.2% | $4,645-96.8% |