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 12 · EIN 48-1205033 | Participant loan processing; Claims p... | $34,722 |
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 | $33,494 | $62,928-46.8% | $172,739-80.6% | $67,579-50.4% |
| Participation rate | 69.5% | 64.5%+5.1pp | 82.6%-13.1pp | 71.3%-1.7pp |
| Annual return | 28.81% | 30.36%-1.5pp | 802.84%-774.0pp | 378.56%-349.7pp |
| Employer contribution / active EE | $1,776 | $1,636+8.5% | $5,143-65.5% | $2,148-17.3% |
| Participant deferral / active EE | $3,486 | $2,145+62.5% | $5,198-32.9% | $3,539-1.5% |
| Admin fee / account holder | $156 | $167-6.1% | $13,954-98.9% | $142+9.9% |