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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.
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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 | $10,339 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,831 | $64,612+87.0% | $86,436+39.8% | $64,808+86.4% |
| Participation rate | 41.2% | 81.5%-40.3pp | 80.3%-39.1pp | 71.5%-30.3pp |
| Annual return | -17.15% | 0.66%-17.8pp | 4394.89%-4412.0pp | 32.82%-50.0pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $6,232 | $7,497-16.9% | $6,952-10.4% | $4,310+44.6% |
| Admin fee / account holder | $35 | $169-79.3% | $6,731-99.5% | $188-81.3% |