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 6-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 | $2,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,660 | $69,231-18.2% | $91,989-38.4% | $67,579-16.2% |
| Participation rate | 38.3% | 78.9%-40.6pp | 78.6%-40.4pp | 71.3%-33.0pp |
| Annual return | 25.06% | 32.03%-7.0pp | 69.02%-44.0pp | 378.56%-353.5pp |
| Employer contribution / active EE | $874 | $2,284-61.7% | $3,452-74.7% | $2,148-59.3% |
| Participant deferral / active EE | $2,103 | $5,854-64.1% | $5,923-64.5% | $3,539-40.6% |
| Admin fee / account holder | $27 | $107-74.4% | $7,743-99.6% | $142-80.7% |