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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.
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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 | $9,018 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,175 | $56,357+26.3% | $104,294-31.8% | $68,494+3.9% |
| Participation rate | 63.0% | 63.3%-0.3pp | 73.3%-10.3pp | 67.9%-4.9pp |
| Annual return | -16.51% | -9.19%-7.3pp | 24.61%-41.1pp | -7.84%-8.7pp |
| Employer contribution / active EE | $503 | $1,960-74.3% | $3,372-85.1% | $2,596-80.6% |
| Participant deferral / active EE | $2,258 | $3,077-26.6% | $4,625-51.2% | $4,027-43.9% |
| Admin fee / account holder | $153 | $4,903-96.9% | $7,339-97.9% | $5,403-97.2% |