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 | $46,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,070 | $47,898-24.7% | $117,472-69.3% | $64,808-44.3% |
| Participation rate | 61.2% | 61.9%-0.6pp | 70.6%-9.4pp | 71.5%-10.2pp |
| Annual return | -4.60% | -15.54%+10.9pp | 29.74%-34.3pp | 32.82%-37.4pp |
| Employer contribution / active EE | $2,361 | $1,774+33.1% | $4,176-43.5% | $2,506-5.8% |
| Participant deferral / active EE | $4,581 | $3,151+45.4% | $4,070+12.6% | $4,310+6.3% |
| Admin fee / account holder | $99 | $132-24.9% | $5,645-98.2% | $188-47.3% |