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 | $6,139 |
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 | $72,970 | $81,474-10.4% | $133,956-45.5% | $73,488-0.7% |
| Participation rate | 60.7% | 76.4%-15.7pp | 79.8%-19.2pp | 70.7%-10.0pp |
| Annual return | 19.48% | 19.40%+0.1pp | 45.09%-25.6pp | 28.51%-9.0pp |
| Employer contribution / active EE | $1,119 | $2,209-49.3% | $3,919-71.4% | $2,270-50.7% |
| Participant deferral / active EE | $2,216 | $3,786-41.5% | $5,048-56.1% | $3,740-40.8% |
| Admin fee / account holder | $76 | $713-89.4% | $8,927-99.2% | $513-85.2% |