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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 | $890 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,083 | $76,670+4.5% | $96,683-17.2% | $71,457+12.1% |
| Participation rate | 56.2% | 66.6%-10.4pp | 74.3%-18.1pp | 67.9%-11.7pp |
| Annual return | 20.91% | 48.29%-27.4pp | 35.69%-14.8pp | 28.85%-7.9pp |
| Employer contribution / active EE | $478 | $3,031-84.2% | $3,737-87.2% | $2,588-81.5% |
| Participant deferral / active EE | $4,320 | $3,771+14.5% | $4,878-11.4% | $4,289+0.7% |
| Admin fee / account holder | $8 | $2,028-99.6% | $6,730-99.9% | $1,587-99.5% |