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 | $56,853 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,156 | $123,077+25.3% | $116,228+32.6% | $102,872+49.9% |
| Participation rate | 49.1% | 87.0%-37.9pp | 74.6%-25.4pp | 73.0%-23.9pp |
| Annual return | 17.71% | 15.84%+1.9pp | 90.06%-72.3pp | 19.06%-1.3pp |
| Employer contribution / active EE | $1,995 | $4,380-54.4% | $2,994-33.4% | $3,526-43.4% |
| Participant deferral / active EE | $4,224 | $6,746-37.4% | $4,953-14.7% | $5,535-23.7% |
| Admin fee / account holder | $37 | $115-67.8% | $11,989-99.7% | $292-87.3% |