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 | $58,610 |
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 | $23,651 | $53,136-55.5% | $155,509-84.8% | $199,593-88.2% |
| Participation rate | 57.8% | 64.1%-6.3pp | 78.2%-20.4pp | 72.0%-14.2pp |
| Annual return | 16.38% | 41.15%-24.8pp | 64.67%-48.3pp | 34.25%-17.9pp |
| Employer contribution / active EE | $596 | $1,851-67.8% | $4,672-87.2% | $3,034-80.4% |
| Participant deferral / active EE | $2,046 | $3,161-35.3% | $5,626-63.6% | $5,087-59.8% |
| Admin fee / account holder | $52 | $185-71.8% | $15,912-99.7% | $269-80.5% |