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 | $2,683 |
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 | $87,548 | $63,114+38.7% | $92,893-5.8% | $65,185+34.3% |
| Participation rate | 47.2% | 68.8%-21.6pp | 76.0%-28.8pp | 70.2%-23.0pp |
| Annual return | 24.18% | 28.75%-4.6pp | 109.41%-85.2pp | 29.38%-5.2pp |
| Employer contribution / active EE | $1,844 | $2,571-28.3% | $3,653-49.5% | $2,177-15.3% |
| Participant deferral / active EE | $4,372 | $3,108+40.7% | $4,236+3.2% | $3,514+24.4% |
| Admin fee / account holder | $19 | $624-96.9% | $5,794-99.7% | $847-97.7% |