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 | $5,269 |
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 | $60,701 | $48,261+25.8% | $68,793-11.8% | $55,725+8.9% |
| Participation rate | 66.5% | 71.0%-4.6pp | 72.2%-5.8pp | 70.9%-4.4pp |
| Annual return | -5.77% | -2.61%-3.2pp | -4.63%-1.1pp | 244.93%-250.7pp |
| Employer contribution / active EE | $1,151 | $1,742-34.0% | $2,625-56.2% | $2,078-44.6% |
| Participant deferral / active EE | $1,972 | $2,712-27.3% | $3,311-40.5% | $3,356-41.2% |
| Admin fee / account holder | $17 | $126-86.7% | $5,131-99.7% | $115-85.5% |