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 | $2,821 |
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 | $52,333 | $66,813-21.7% | $100,516-47.9% | $73,488-28.8% |
| Participation rate | 66.4% | 77.5%-11.1pp | 79.4%-13.0pp | 70.7%-4.3pp |
| Annual return | 25.10% | 25.70%-0.6pp | 30.89%-5.8pp | 28.51%-3.4pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $10,006 | $5,883+70.1% | $6,270+59.6% | $3,740+167.6% |
| Admin fee / account holder | $20 | $512-96.0% | $8,081-99.7% | $513-96.0% |