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 | $575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $60,422 | $43,133+40.1% | $89,391-32.4% | $73,488-17.8% |
| Participation rate | 61.5% | 55.0%+6.5pp | 68.0%-6.5pp | 70.7%-9.2pp |
| Annual return | 28.96% | 135.66%-106.7pp | 245.62%-216.7pp | 28.51%+0.4pp |
| Employer contribution / active EE | $340 | $1,438-76.4% | $2,586-86.9% | $2,270-85.0% |
| Participant deferral / active EE | $2,034 | $2,445-16.8% | $3,890-47.7% | $3,740-45.6% |
| Admin fee / account holder | $38 | $444-91.4% | $4,881-99.2% | $513-92.5% |