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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.
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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 | $4,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,227 | $47,922-11.9% | $75,886-44.4% | $65,185-35.2% |
| Participation rate | 35.3% | 63.0%-27.7pp | 69.3%-34.0pp | 70.2%-34.9pp |
| Annual return | 25.45% | 24.12%+1.3pp | 30.76%-5.3pp | 29.38%-3.9pp |
| Employer contribution / active EE | $207 | $1,557-86.7% | $2,500-91.7% | $2,177-90.5% |
| Participant deferral / active EE | $1,267 | $2,550-50.3% | $3,603-64.8% | $3,514-63.9% |
| Admin fee / account holder | $52 | $532-90.3% | $5,418-99.0% | $847-93.9% |