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 | $1,452 |
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 | $89,532 | $42,810+109.1% | $169,463-47.2% | $55,725+60.7% |
| Participation rate | 69.7% | 64.7%+5.0pp | 77.8%-8.0pp | 70.9%-1.1pp |
| Annual return | 2.10% | -3.61%+5.7pp | 1.83%+0.3pp | 244.93%-242.8pp |
| Employer contribution / active EE | $2,453 | $1,402+75.0% | $4,159-41.0% | $2,078+18.0% |
| Participant deferral / active EE | $5,032 | $3,141+60.2% | $5,277-4.6% | $3,356+49.9% |
| Admin fee / account holder | $7 | $106-93.3% | $9,109-99.9% | $115-93.8% |