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 35-0145825 | Loan Processing | $20,519 |
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 | $35,963 | $54,320-33.8% | $67,652-46.8% | $52,331-31.3% |
| Participation rate | 63.2% | 73.6%-10.4pp | 75.7%-12.5pp | 68.1%-4.9pp |
| Annual return | 2.37% | 6.81%-4.4pp | 6625.04%-6622.7pp | 4.54%-2.2pp |
| Employer contribution / active EE | $1,181 | $1,544-23.5% | $2,266-47.9% | $1,882-37.2% |
| Participant deferral / active EE | $1,717 | $2,950-41.8% | $3,560-51.8% | $3,022-43.2% |
| Admin fee / account holder | $4 | $527-99.2% | $4,821-99.9% | $592-99.3% |