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 | $4,268 |
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 | $50,427 | $34,492+46.2% | $80,004-37.0% | $55,191-8.6% |
| Participation rate | 42.3% | 62.9%-20.5pp | 73.0%-30.7pp | 69.2%-26.8pp |
| Annual return | 1.24% | 3.50%-2.3pp | 7.63%-6.4pp | 10.78%-9.5pp |
| Employer contribution / active EE | $719 | $1,043-31.1% | $2,473-70.9% | $1,899-62.1% |
| Participant deferral / active EE | $1,940 | $2,104-7.8% | $3,204-39.4% | $3,046-36.3% |
| Admin fee / account holder | $29 | $69-58.9% | $5,033-99.4% | $91-68.6% |