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 | $9,033 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,999 | $42,582-36.6% | $171,082-84.2% | $57,658-53.2% |
| Participation rate | 23.1% | 63.9%-40.8pp | 76.7%-53.6pp | 70.2%-47.1pp |
| Annual return | 8.58% | 308.67%-300.1pp | 32.56%-24.0pp | 5.13%+3.4pp |
| Employer contribution / active EE | $442 | $1,306-66.1% | $4,002-88.9% | $1,974-77.6% |
| Participant deferral / active EE | $833 | $2,933-71.6% | $4,797-82.6% | $3,061-72.8% |
| Admin fee / account holder | $35 | $82-57.6% | $8,520-99.6% | $95-63.1% |