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 | $4,575 |
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 | $39,629 | $44,229-10.4% | $155,790-74.6% | $55,191-28.2% |
| Participation rate | 37.6% | 60.8%-23.2pp | 76.1%-38.5pp | 69.2%-31.5pp |
| Annual return | -0.12% | 0.37%-0.5pp | 71.54%-71.7pp | 10.78%-10.9pp |
| Employer contribution / active EE | $874 | $1,317-33.6% | $3,836-77.2% | $1,899-54.0% |
| Participant deferral / active EE | $1,604 | $2,851-43.7% | $4,797-66.6% | $3,046-47.3% |
| Admin fee / account holder | $18 | $86-79.3% | $7,478-99.8% | $91-80.3% |