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 | $419,920 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,859 | $49,890-36.1% | $104,607-69.5% | $106,222-70.0% |
| Participation rate | 27.1% | 45.0%-17.9pp | 74.1%-47.0pp | 70.8%-43.7pp |
| Annual return | 14.98% | 18.07%-3.1pp | 340.46%-325.5pp | 21.69%-6.7pp |
| Employer contribution / active EE | $573 | $809-29.2% | $2,681-78.6% | $2,723-79.0% |
| Participant deferral / active EE | $857 | $1,699-49.5% | $3,740-77.1% | $4,600-81.4% |
| Admin fee / account holder | $52 | $56-7.6% | $6,473-99.2% | $78-33.7% |