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 | -$2,855 |
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 | $44,803 | $52,149-14.1% | $122,332-63.4% | $77,958-42.5% |
| Participation rate | 61.8% | 58.6%+3.3pp | 71.6%-9.8pp | 71.6%-9.8pp |
| Annual return | 18.75% | 17.75%+1.0pp | 30.27%-11.5pp | 20.87%-2.1pp |
| Employer contribution / active EE | $492 | $1,750-71.9% | $4,050-87.9% | $2,310-78.7% |
| Participant deferral / active EE | $3,192 | $2,114+51.0% | $3,287-2.9% | $3,537-9.7% |
| Admin fee / account holder | -$2 | $93-102.6% | $5,478-100.0% | $97-102.5% |