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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.
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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 | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,488 | $228,332-91.5% | $185,823-89.5% | $158,922-87.7% |
| Participation rate | 69.6% | 82.3%-12.7pp | 78.0%-8.5pp | 82.0%-12.4pp |
| Annual return | 14.94% | 40.80%-25.9pp | 35.95%-21.0pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,687 | $4,967-66.0% | $4,087-58.7% | $4,761-64.6% |
| Participant deferral / active EE | $4,410 | $6,415-31.3% | $5,632-21.7% | $5,982-26.3% |
| Admin fee / account holder | $1 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |