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 35-0145825 | Loan Processing | $21,939 |
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 | $64,300 | $36,694+75.2% | $40,145,923-99.8% | $55,167+16.6% |
| Participation rate | 36.4% | 57.2%-20.8pp | 68.4%-32.0pp | 69.0%-32.6pp |
| Annual return | 9.18% | 10.16%-1.0pp | 5.24%+3.9pp | 169.23%-160.0pp |
| Employer contribution / active EE | $435 | $1,135-61.6% | $1,844-76.4% | $1,963-77.8% |
| Participant deferral / active EE | $1,202 | $1,679-28.4% | $2,591-53.6% | $3,054-60.6% |
| Admin fee / account holder | $5 | $175-96.9% | $2,903-99.8% | $504-98.9% |