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 | $17,869 |
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 | $39,327 | $62,324-36.9% | $68,509-42.6% | $55,191-28.7% |
| Participation rate | 56.7% | 78.9%-22.1pp | 74.7%-18.0pp | 69.2%-12.4pp |
| Annual return | 0.55% | 4.26%-3.7pp | 8.27%-7.7pp | 10.78%-10.2pp |
| Employer contribution / active EE | $1,294 | $2,223-41.8% | $2,278-43.2% | $1,899-31.9% |
| Participant deferral / active EE | $2,502 | $3,425-26.9% | $3,382-26.0% | $3,046-17.9% |
| Admin fee / account holder | $83 | $91-8.6% | $5,275-98.4% | $91-8.0% |