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 9-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 | $76,341 |
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 | $56,179 | $48,471+15.9% | $182,532-69.2% | $67,579-16.9% |
| Participation rate | 39.0% | 67.2%-28.2pp | 78.0%-39.0pp | 71.3%-32.3pp |
| Annual return | 24.17% | 31.08%-6.9pp | 148.54%-124.4pp | 378.56%-354.4pp |
| Employer contribution / active EE | $1,845 | $1,461+26.3% | $4,076-54.7% | $2,148-14.1% |
| Participant deferral / active EE | $4,149 | $3,324+24.8% | $5,524-24.9% | $3,539+17.2% |
| Admin fee / account holder | $145 | $151-4.2% | $8,592-98.3% | $142+1.8% |