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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 | $64,146 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,668 | $58,644-52.8% | $177,989-84.5% | $199,593-86.1% |
| Participation rate | 19.3% | 65.5%-46.2pp | 77.1%-57.8pp | 72.0%-52.7pp |
| Annual return | 22.22% | 19.25%+3.0pp | 294.48%-272.3pp | 34.25%-12.0pp |
| Employer contribution / active EE | $674 | $1,801-62.6% | $3,949-82.9% | $3,034-77.8% |
| Participant deferral / active EE | $1,366 | $4,248-67.8% | $6,276-78.2% | $5,087-73.1% |
| Admin fee / account holder | $147 | $145+1.2% | $10,363-98.6% | $269-45.3% |