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 | $3,860 |
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 | $38,820 | $43,453-10.7% | $109,313-64.5% | $63,975-39.3% |
| Participation rate | 60.3% | 59.3%+1.0pp | 71.3%-11.0pp | 71.1%-10.9pp |
| Annual return | 10.65% | 9.85%+0.8pp | 22.07%-11.4pp | 48.65%-38.0pp |
| Employer contribution / active EE | $492 | $1,799-72.6% | $3,892-87.3% | $2,182-77.4% |
| Participant deferral / active EE | $3,098 | $2,093+48.0% | $3,166-2.2% | $3,356-7.7% |
| Admin fee / account holder | $4 | $79-95.4% | $5,666-99.9% | $70-94.8% |