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 4-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 | $3,800 |
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 | $105,508 | $64,286+64.1% | $106,387-0.8% | $55,725+89.3% |
| Participation rate | 67.3% | 75.2%-7.9pp | 77.5%-10.2pp | 70.9%-3.6pp |
| Annual return | -3.55% | 0.84%-4.4pp | 0.25%-3.8pp | 244.93%-248.5pp |
| Employer contribution / active EE | $1,626 | $2,367-31.3% | $3,520-53.8% | $2,078-21.8% |
| Participant deferral / active EE | $6,639 | $4,158+59.7% | $5,421+22.5% | $3,356+97.8% |
| Admin fee / account holder | $12 | $102-88.6% | $7,510-99.8% | $115-89.9% |