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 | $17,701 |
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 | $62,193 | $35,485+75.3% | $74,550-16.6% | $55,725+11.6% |
| Participation rate | 31.9% | 62.5%-30.6pp | 69.1%-37.2pp | 70.9%-38.9pp |
| Annual return | -5.84% | 0.72%-6.6pp | 32.53%-38.4pp | 244.93%-250.8pp |
| Employer contribution / active EE | $643 | $777-17.2% | $1,961-67.2% | $2,078-69.0% |
| Participant deferral / active EE | $1,383 | $2,181-36.6% | $3,108-55.5% | $3,356-58.8% |
| Admin fee / account holder | $243 | $114+112.7% | $5,060-95.2% | $115+111.1% |