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 | $7,607 |
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 | $22,012 | $37,044-40.6% | $71,796-69.3% | $57,658-61.8% |
| Participation rate | 62.6% | 61.1%+1.5pp | 69.1%-6.5pp | 70.2%-7.6pp |
| Annual return | 8.56% | 12.64%-4.1pp | 78.04%-69.5pp | 5.13%+3.4pp |
| Employer contribution / active EE | $787 | $720+9.3% | $1,924-59.1% | $1,974-60.1% |
| Participant deferral / active EE | $2,612 | $1,974+32.3% | $2,794-6.5% | $3,061-14.7% |
| Admin fee / account holder | $56 | $101-44.3% | $4,815-98.8% | $95-40.5% |