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 | $2,340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,206 | $65,376+5.9% | $87,100-20.5% | $65,185+6.2% |
| Participation rate | 61.2% | 75.3%-14.2pp | 76.9%-15.7pp | 70.2%-9.0pp |
| Annual return | 23.05% | 31.27%-8.2pp | 28.19%-5.1pp | 29.38%-6.3pp |
| Employer contribution / active EE | $1,382 | $1,822-24.2% | $2,521-45.2% | $2,177-36.5% |
| Participant deferral / active EE | $4,718 | $3,388+39.2% | $4,049+16.5% | $3,514+34.3% |
| Admin fee / account holder | $40 | $520-92.3% | $7,497-99.5% | $847-95.3% |