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 | $1,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $54,983 | $64,909-15.3% | $82,313-33.2% | $62,292-11.7% |
| Participation rate | 66.3% | 74.9%-8.6pp | 76.9%-10.6pp | 69.5%-3.2pp |
| Annual return | 15.56% | 21.18%-5.6pp | 25.88%-10.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $679 | $1,676-59.5% | $2,428-72.0% | $2,042-66.8% |
| Participant deferral / active EE | $1,829 | $3,103-41.1% | $3,706-50.7% | $3,169-42.3% |
| Admin fee / account holder | $23 | $440-94.8% | $5,608-99.6% | $479-95.2% |