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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.
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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 | $4,538 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,133 | $42,353-14.7% | $79,550-54.6% | $64,808-44.2% |
| Participation rate | 50.5% | 64.8%-14.2pp | 69.5%-19.0pp | 71.5%-20.9pp |
| Annual return | -15.26% | -12.24%-3.0pp | 0.16%-15.4pp | 32.82%-48.1pp |
| Employer contribution / active EE | $5 | $1,181-99.6% | $2,413-99.8% | $2,506-99.8% |
| Participant deferral / active EE | $2,004 | $3,170-36.8% | $3,985-49.7% | $4,310-53.5% |
| Admin fee / account holder | $24 | $160-85.3% | $6,832-99.7% | $188-87.5% |