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 | $77,124 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,757 | $56,152-15.0% | $185,823-74.3% | $73,409-34.9% |
| Participation rate | 34.5% | 67.6%-33.1pp | 78.0%-43.5pp | 72.2%-37.7pp |
| Annual return | 42.12% | 17.59%+24.5pp | 35.95%+6.2pp | 59.29%-17.2pp |
| Employer contribution / active EE | $565 | $1,532-63.1% | $4,087-86.2% | $2,234-74.7% |
| Participant deferral / active EE | $3,014 | $3,659-17.6% | $5,632-46.5% | $3,805-20.8% |
| Admin fee / account holder | $90 | $132-32.0% | $9,500-99.1% | $158-43.1% |