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 | $1,825 |
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 | $81,525 | $89,652-9.1% | $141,162-42.2% | $65,185+25.1% |
| Participation rate | 66.7% | 74.7%-8.0pp | 82.5%-15.8pp | 70.2%-3.5pp |
| Annual return | 28.52% | 32.79%-4.3pp | 71.39%-42.9pp | 29.38%-0.9pp |
| Employer contribution / active EE | $2,359 | $3,065-23.0% | $4,735-50.2% | $2,177+8.4% |
| Participant deferral / active EE | $5,316 | $5,691-6.6% | $6,709-20.8% | $3,514+51.3% |
| Admin fee / account holder | $17 | $569-97.0% | $10,261-99.8% | $847-98.0% |