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 | $5,346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $68,278 | $65,118+4.9% | $76,768-11.1% | $55,725+22.5% |
| Participation rate | 63.8% | 79.6%-15.8pp | 77.0%-13.2pp | 70.9%-7.1pp |
| Annual return | -6.58% | -1.27%-5.3pp | 2.43%-9.0pp | 244.93%-251.5pp |
| Employer contribution / active EE | $1,380 | $1,941-28.9% | $2,485-44.5% | $2,078-33.6% |
| Participant deferral / active EE | $2,768 | $3,688-24.9% | $3,852-28.1% | $3,356-17.5% |
| Admin fee / account holder | $36 | $116-68.7% | $6,675-99.5% | $115-68.5% |