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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 | $1,275 |
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 | $67,872 | $70,879-4.2% | $189,557-64.2% | $79,386-14.5% |
| Participation rate | 66.0% | 68.0%-2.0pp | 78.4%-12.5pp | 70.7%-4.7pp |
| Annual return | 23.53% | 20.70%+2.8pp | 64.17%-40.6pp | 116.85%-93.3pp |
| Employer contribution / active EE | $0 | $1,806-100.0% | $4,412-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $6,458 | $4,081+58.2% | $6,174+4.6% | $4,046+59.6% |
| Admin fee / account holder | $8 | $647-98.8% | $9,807-99.9% | $626-98.7% |