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 | $0 |
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 | $58,161 | $46,732+24.5% | $156,549-62.8% | $55,167+5.4% |
| Participation rate | 61.1% | 65.8%-4.7pp | 84.0%-22.9pp | 69.0%-7.9pp |
| Annual return | 8.44% | 17.72%-9.3pp | 32.23%-23.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $1,520 | $2,105-27.8% | $5,501-72.4% | $1,963-22.5% |
| Participant deferral / active EE | $3,299 | $2,204+49.7% | $4,871-32.3% | $3,054+8.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |