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 | $6,149 |
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 | $59,009 | $53,412+10.5% | $68,509-13.9% | $52,331+12.8% |
| Participation rate | 62.2% | 71.7%-9.5pp | 74.7%-12.5pp | 68.1%-5.9pp |
| Annual return | -0.48% | 3.42%-3.9pp | 8.27%-8.7pp | 4.54%-5.0pp |
| Employer contribution / active EE | $2,672 | $1,607+66.2% | $2,278+17.3% | $1,882+42.0% |
| Participant deferral / active EE | $2,051 | $2,688-23.7% | $3,382-39.4% | $3,022-32.1% |
| Admin fee / account holder | $45 | $461-90.3% | $5,275-99.1% | $592-92.4% |