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 | $15,442 |
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 | $131,080 | $99,957+31.1% | $149,696-12.4% | $73,488+78.4% |
| Participation rate | 57.1% | 75.7%-18.6pp | 82.5%-25.3pp | 70.7%-13.5pp |
| Annual return | 16.07% | 53.87%-37.8pp | 276.60%-260.5pp | 28.51%-12.4pp |
| Employer contribution / active EE | $2,646 | $3,191-17.1% | $4,644-43.0% | $2,270+16.6% |
| Participant deferral / active EE | $6,193 | $6,073+2.0% | $6,842-9.5% | $3,740+65.6% |
| Admin fee / account holder | $46 | $551-91.7% | $9,309-99.5% | $513-91.1% |