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 | $6,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,901 | $80,753-29.5% | $136,294-58.3% | $62,292-8.7% |
| Participation rate | 66.7% | 73.5%-6.9pp | 81.9%-15.3pp | 69.5%-2.8pp |
| Annual return | 19.48% | 35.83%-16.3pp | 5155.94%-5136.5pp | 28.90%-9.4pp |
| Employer contribution / active EE | $463 | $2,884-83.9% | $4,695-90.1% | $2,042-77.3% |
| Participant deferral / active EE | $3,192 | $5,164-38.2% | $6,247-48.9% | $3,169+0.7% |
| Admin fee / account holder | $45 | $525-91.5% | $9,243-99.5% | $479-90.7% |