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 7-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 | $3,369 |
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 | $29,982 | $37,117-19.2% | $147,614-79.7% | $55,191-45.7% |
| Participation rate | 50.9% | 63.6%-12.7pp | 84.6%-33.7pp | 69.2%-18.2pp |
| Annual return | 0.01% | 3.44%-3.4pp | 61.98%-62.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $358 | $1,620-77.9% | $5,564-93.6% | $1,899-81.2% |
| Participant deferral / active EE | $1,053 | $1,985-47.0% | $4,895-78.5% | $3,046-65.4% |
| Admin fee / account holder | $22 | $86-74.0% | $11,611-99.8% | $91-75.5% |