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 | $54,734 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,293 | $65,862+43.2% | $124,672-24.4% | $79,386+18.8% |
| Participation rate | 56.3% | 62.2%-5.9pp | 74.6%-18.3pp | 70.7%-14.4pp |
| Annual return | 14.72% | 19.02%-4.3pp | 5142.93%-5128.2pp | 116.85%-102.1pp |
| Employer contribution / active EE | $639 | $1,883-66.1% | $3,324-80.8% | $2,427-73.7% |
| Participant deferral / active EE | $3,837 | $2,772+38.4% | $4,614-16.8% | $4,046-5.2% |
| Admin fee / account holder | $381 | $673-43.3% | $7,493-94.9% | $626-39.2% |