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 | $800 |
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 | $87,660 | $47,648+84.0% | $130,648-32.9% | $67,579+29.7% |
| Participation rate | 53.2% | 60.4%-7.2pp | 71.7%-18.5pp | 71.3%-18.1pp |
| Annual return | 21.90% | 25.73%-3.8pp | 1708.96%-1687.1pp | 378.56%-356.7pp |
| Employer contribution / active EE | $1,197 | $1,408-15.0% | $4,092-70.8% | $2,148-44.3% |
| Participant deferral / active EE | $2,647 | $2,616+1.2% | $3,603-26.5% | $3,539-25.2% |
| Admin fee / account holder | $4 | $105-95.7% | $5,464-99.9% | $142-96.9% |