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 | $29,766 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,242 | $58,083-78.9% | $80,019-84.7% | $56,287-78.3% |
| Participation rate | 93.4% | 73.6%+19.8pp | 75.8%+17.5pp | 69.9%+23.5pp |
| Annual return | -6.68% | 34.61%-41.3pp | 11.22%-17.9pp | -9.96%+3.3pp |
| Employer contribution / active EE | $1,561 | $1,932-19.2% | $2,468-36.7% | $2,111-26.0% |
| Participant deferral / active EE | $3,085 | $3,135-1.6% | $3,686-16.3% | $3,350-7.9% |
| Admin fee / account holder | $121 | $623-80.6% | $6,521-98.1% | $521-76.8% |