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 | $7,613 |
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 | $65,750 | $56,629+16.1% | $77,999-15.7% | $55,167+19.2% |
| Participation rate | 59.7% | 73.3%-13.6pp | 75.5%-15.8pp | 69.0%-9.3pp |
| Annual return | 8.79% | 2866.98%-2858.2pp | 425.96%-417.2pp | 169.23%-160.4pp |
| Employer contribution / active EE | $2,510 | $1,723+45.7% | $2,470+1.6% | $1,963+27.9% |
| Participant deferral / active EE | $2,179 | $2,777-21.5% | $3,497-37.7% | $3,054-28.7% |
| Admin fee / account holder | $53 | $467-88.6% | $5,480-99.0% | $504-89.4% |