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 | $3,481 |
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 | $42,747 | $56,095-23.8% | $178,490-76.1% | $90,288-52.7% |
| Participation rate | 45.3% | 65.6%-20.2pp | 81.9%-36.6pp | 73.4%-28.0pp |
| Annual return | 14.40% | 28.81%-14.4pp | 151.07%-136.7pp | 53.97%-39.6pp |
| Employer contribution / active EE | $218 | $1,572-86.1% | $5,011-95.6% | $2,524-91.3% |
| Participant deferral / active EE | $1,593 | $2,669-40.3% | $5,202-69.4% | $4,232-62.4% |
| Admin fee / account holder | $5 | $101-95.3% | $13,984-100.0% | $114-95.9% |