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 | $29,966 |
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 | $63,794 | $61,473+3.8% | $81,930-22.1% | $73,409-13.1% |
| Participation rate | 65.8% | 72.4%-6.6pp | 72.0%-6.2pp | 72.2%-6.4pp |
| Annual return | 19.20% | 28.26%-9.1pp | 29.49%-10.3pp | 59.29%-40.1pp |
| Employer contribution / active EE | $1,797 | $1,898-5.3% | $4,310-58.3% | $2,234-19.5% |
| Participant deferral / active EE | $4,093 | $3,080+32.9% | $7,107-42.4% | $3,805+7.6% |
| Admin fee / account holder | $131 | $125+4.3% | $5,158-97.5% | $158-17.1% |