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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.
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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 | $3,856 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $40,168 | $88,515-54.6% | $162,163-75.2% | $67,579-40.6% |
| Participation rate | 61.4% | 86.8%-25.4pp | 87.6%-26.2pp | 71.3%-9.9pp |
| Annual return | 31.77% | 27.04%+4.7pp | 115.59%-83.8pp | 378.56%-346.8pp |
| Employer contribution / active EE | $137 | $3,563-96.2% | $5,614-97.6% | $2,148-93.6% |
| Participant deferral / active EE | $7,998 | $5,724+39.7% | $7,298+9.6% | $3,539+126.0% |
| Admin fee / account holder | $8 | $124-93.4% | $10,843-99.9% | $142-94.2% |