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 | $881 |
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 | $105,118 | $81,474+29.0% | $133,956-21.5% | $73,488+43.0% |
| Participation rate | 52.8% | 76.4%-23.6pp | 79.8%-27.0pp | 70.7%-17.9pp |
| Annual return | 16.60% | 19.40%-2.8pp | 45.09%-28.5pp | 28.51%-11.9pp |
| Employer contribution / active EE | $1,442 | $2,209-34.7% | $3,919-63.2% | $2,270-36.5% |
| Participant deferral / active EE | $2,944 | $3,786-22.3% | $5,048-41.7% | $3,740-21.3% |
| Admin fee / account holder | $11 | $713-98.4% | $8,927-99.9% | $513-97.8% |