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 | $2,088 |
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 | $74,571 | $37,117+100.9% | $147,614-49.5% | $55,191+35.1% |
| Participation rate | 61.2% | 63.6%-2.4pp | 84.6%-23.4pp | 69.2%-7.9pp |
| Annual return | 3.04% | 3.44%-0.4pp | 61.98%-58.9pp | 10.78%-7.7pp |
| Employer contribution / active EE | $589 | $1,620-63.7% | $5,564-89.4% | $1,899-69.0% |
| Participant deferral / active EE | $2,900 | $1,985+46.1% | $4,895-40.8% | $3,046-4.8% |
| Admin fee / account holder | $7 | $86-92.1% | $11,611-99.9% | $91-92.5% |