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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.
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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 | $20,916 |
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 | $21,420 | $58,879-63.6% | $178,490-88.0% | $73,488-70.9% |
| Participation rate | 44.6% | 66.2%-21.7pp | 81.9%-37.4pp | 70.7%-26.1pp |
| Annual return | 13.66% | 24.86%-11.2pp | 151.07%-137.4pp | 28.51%-14.9pp |
| Employer contribution / active EE | $150 | $2,236-93.3% | $5,011-97.0% | $2,270-93.4% |
| Participant deferral / active EE | $1,034 | $2,567-59.7% | $5,202-80.1% | $3,740-72.4% |
| Admin fee / account holder | $113 | $400-71.8% | $13,984-99.2% | $513-78.0% |