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 | $24,570 |
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 | $70,735 | $40,479+74.7% | $78,210-9.6% | $62,292+13.6% |
| Participation rate | 42.1% | 54.6%-12.5pp | 68.7%-26.7pp | 69.5%-27.4pp |
| Annual return | 15.73% | 66.31%-50.6pp | 40.90%-25.2pp | 28.90%-13.2pp |
| Employer contribution / active EE | $568 | $1,024-44.5% | $2,034-72.0% | $2,042-72.2% |
| Participant deferral / active EE | $1,624 | $1,718-5.5% | $2,823-42.5% | $3,169-48.8% |
| Admin fee / account holder | $5 | $376-98.7% | $3,758-99.9% | $479-99.0% |