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 | $206 |
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 | $66,405 | $63,156+5.1% | $122,332-45.7% | $62,292+6.6% |
| Participation rate | 41.0% | 60.0%-19.1pp | 71.6%-30.7pp | 69.5%-28.6pp |
| Annual return | 16.61% | 20.61%-4.0pp | 30.27%-13.7pp | 28.90%-12.3pp |
| Employer contribution / active EE | $436 | $1,385-68.5% | $4,050-89.2% | $2,042-78.7% |
| Participant deferral / active EE | $2,141 | $2,321-7.8% | $3,287-34.9% | $3,169-32.5% |
| Admin fee / account holder | $2 | $440-99.5% | $5,478-100.0% | $479-99.6% |