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 | $41,329 |
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 | $60,978 | $67,598-9.8% | $75,886-19.6% | $77,787-21.6% |
| Participation rate | 64.9% | 69.6%-4.6pp | 69.3%-4.3pp | 73.2%-8.3pp |
| Annual return | 21.34% | 23.18%-1.8pp | 30.76%-9.4pp | 32.57%-11.2pp |
| Employer contribution / active EE | $1,258 | $2,430-48.2% | $2,500-49.7% | $2,504-49.8% |
| Participant deferral / active EE | $3,533 | $3,502+0.9% | $3,603-1.9% | $3,967-11.0% |
| Admin fee / account holder | $26 | $96-72.9% | $5,418-99.5% | $100-73.9% |