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 9-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 | $4,364 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,420 | $72,254-60.7% | $86,677-67.2% | $64,808-56.1% |
| Participation rate | 41.7% | 80.4%-38.7pp | 76.6%-34.9pp | 71.5%-29.8pp |
| Annual return | -9.58% | 392.42%-402.0pp | 35.91%-45.5pp | 32.82%-42.4pp |
| Employer contribution / active EE | $1,046 | $2,393-56.3% | $2,836-63.1% | $2,506-58.3% |
| Participant deferral / active EE | $2,274 | $4,658-51.2% | $4,656-51.1% | $4,310-47.2% |
| Admin fee / account holder | $31 | $174-82.3% | $7,493-99.6% | $188-83.6% |