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 |
|---|---|---|
ACCESS FINANCIAL RESOURCES INC2+ years Filed as: ACCESS FINANCIAL RESOURCES Service code 16 · EIN 73-1399273 | Consulting | $11,814 |
Service code 37 · EIN 04-2647786 | Loan Processing | $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 | $27,601 | $43,423-36.4% | $78,689-64.9% | $55,167-50.0% |
| Participation rate | 40.1% | 68.0%-27.9pp | 73.6%-33.4pp | 69.0%-28.9pp |
| Annual return | 6.20% | 11.53%-5.3pp | 62.18%-56.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $215 | $1,997-89.2% | $2,851-92.4% | $1,963-89.0% |
| Participant deferral / active EE | $1,519 | $2,509-39.5% | $3,517-56.8% | $3,054-50.3% |
| Admin fee / account holder | $171 | $416-58.8% | $4,510-96.2% | $504-66.0% |