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 | $151,225 |
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 | $35,820 | $49,890-28.2% | $104,607-65.8% | $106,222-66.3% |
| Participation rate | 36.2% | 45.0%-8.9pp | 74.1%-37.9pp | 70.8%-34.6pp |
| Annual return | 15.56% | 18.07%-2.5pp | 340.46%-324.9pp | 21.69%-6.1pp |
| Employer contribution / active EE | $596 | $809-26.3% | $2,681-77.8% | $2,723-78.1% |
| Participant deferral / active EE | $1,030 | $1,699-39.4% | $3,740-72.5% | $4,600-77.6% |
| Admin fee / account holder | $14 | $56-74.3% | $6,473-99.8% | $78-81.5% |