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 | $17,678 |
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 | $62,165 | $51,466+20.8% | $78,778-21.1% | $62,292-0.2% |
| Participation rate | 42.8% | 59.8%-17.0pp | 69.2%-26.4pp | 69.5%-26.7pp |
| Annual return | 19.54% | 19.96%-0.4pp | 35.62%-16.1pp | 28.90%-9.4pp |
| Employer contribution / active EE | $831 | $827+0.4% | $1,986-58.2% | $2,042-59.3% |
| Participant deferral / active EE | $1,713 | $2,147-20.2% | $2,958-42.1% | $3,169-45.9% |
| Admin fee / account holder | $248 | $489-49.2% | $5,134-95.2% | $479-48.2% |