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 | $10,895 |
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 | $35,791 | $48,064-25.5% | $78,778-54.6% | $69,631-48.6% |
| Participation rate | 68.0% | 61.6%+6.5pp | 69.2%-1.2pp | 70.7%-2.7pp |
| Annual return | 31.35% | 21.81%+9.5pp | 35.62%-4.3pp | 27571.02%-27539.7pp |
| Employer contribution / active EE | $1,131 | $744+52.2% | $1,986-43.0% | $2,032-44.3% |
| Participant deferral / active EE | $4,155 | $2,079+99.8% | $2,958+40.4% | $3,224+28.9% |
| Admin fee / account holder | $37 | $152-75.6% | $5,134-99.3% | $110-66.4% |