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 | $4,744 |
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 | $43,453 | $44,873-3.2% | $79,464-45.3% | $56,287-22.8% |
| Participation rate | 50.0% | 68.7%-18.7pp | 73.3%-23.3pp | 69.9%-19.9pp |
| Annual return | -6.12% | 0.81%-6.9pp | 718.14%-724.3pp | -9.96%+3.8pp |
| Employer contribution / active EE | $857 | $2,140-60.0% | $2,800-69.4% | $2,111-59.4% |
| Participant deferral / active EE | $1,975 | $2,746-28.1% | $3,704-46.7% | $3,350-41.0% |
| Admin fee / account holder | $51 | $418-87.8% | $5,113-99.0% | $521-90.2% |