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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 | $4,689 |
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 | $31,255 | $45,382-31.1% | $154,107-79.7% | $75,289-58.5% |
| Participation rate | 49.8% | 65.9%-16.1pp | 83.0%-33.3pp | 72.4%-22.7pp |
| Annual return | -3.51% | -0.47%-3.0pp | 735.12%-738.6pp | -0.04%-3.5pp |
| Employer contribution / active EE | $180 | $1,533-88.2% | $5,298-96.6% | $2,405-92.5% |
| Participant deferral / active EE | $1,598 | $2,384-33.0% | $5,081-68.5% | $3,739-57.3% |
| Admin fee / account holder | $6 | $89-92.9% | $13,411-100.0% | $102-93.8% |