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 | $1,663 |
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 | $36,818 | $50,898-27.7% | $171,082-78.5% | $55,167-33.3% |
| Participation rate | 38.8% | 63.3%-24.4pp | 76.7%-37.9pp | 69.0%-30.2pp |
| Annual return | 28.52% | 15.34%+13.2pp | 32.56%-4.0pp | 169.23%-140.7pp |
| Employer contribution / active EE | $505 | $1,433-64.7% | $4,002-87.4% | $1,963-74.3% |
| Participant deferral / active EE | $2,303 | $2,994-23.1% | $4,797-52.0% | $3,054-24.6% |
| Admin fee / account holder | $21 | $500-95.7% | $8,520-99.7% | $504-95.8% |