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 | $6,341 |
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 | $28,153 | $37,039-24.0% | $147,614-80.9% | $59,188-52.4% |
| Participation rate | 41.8% | 63.8%-22.0pp | 84.6%-42.8pp | 69.4%-27.6pp |
| Annual return | 0.18% | 7.19%-7.0pp | 61.98%-61.8pp | 5.51%-5.3pp |
| Employer contribution / active EE | $177 | $1,353-87.0% | $5,564-96.8% | $2,098-91.6% |
| Participant deferral / active EE | $1,092 | $2,094-47.8% | $4,895-77.7% | $3,265-66.5% |
| Admin fee / account holder | $10 | $60-83.7% | $11,611-99.9% | $92-89.4% |