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 | $24,592 |
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 | $72,735 | $38,075+91.0% | $93,406-22.1% | $73,488-1.0% |
| Participation rate | 48.0% | 56.7%-8.7pp | 66.8%-18.8pp | 70.7%-22.7pp |
| Annual return | 17.53% | 17.59%-0.1pp | 78.05%-60.5pp | 28.51%-11.0pp |
| Employer contribution / active EE | $670 | $1,117-40.0% | $2,075-67.7% | $2,270-70.5% |
| Participant deferral / active EE | $1,794 | $2,012-10.9% | $3,126-42.6% | $3,740-52.0% |
| Admin fee / account holder | $9 | $351-97.5% | $5,230-99.8% | $513-98.3% |