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 | $17,202 |
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 | $52,294 | $53,911-3.0% | $130,648-60.0% | $77,787-32.8% |
| Participation rate | 62.7% | 60.2%+2.5pp | 71.7%-9.0pp | 73.2%-10.5pp |
| Annual return | 24.69% | 21.93%+2.8pp | 1708.96%-1684.3pp | 32.57%-7.9pp |
| Employer contribution / active EE | $541 | $1,826-70.4% | $4,092-86.8% | $2,504-78.4% |
| Participant deferral / active EE | $3,691 | $2,288+61.3% | $3,603+2.4% | $3,967-7.0% |
| Admin fee / account holder | $13 | $129-89.5% | $5,464-99.8% | $100-86.5% |