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 | $535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $89,947 | $50,958+76.5% | $74,550+20.7% | $64,186+40.1% |
| Participation rate | 59.6% | 61.1%-1.5pp | 69.1%-9.6pp | 69.6%-10.0pp |
| Annual return | -6.58% | -1.86%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $3 | $1,115-99.7% | $1,961-99.8% | $2,381-99.9% |
| Participant deferral / active EE | $4,091 | $2,301+77.7% | $3,108+31.6% | $3,470+17.9% |
| Admin fee / account holder | $7 | $4,223-99.8% | $5,060-99.9% | $4,888-99.8% |