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 | $8,233 |
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 | $82,492 | $76,050+8.5% | $96,544-14.6% | $71,457+15.4% |
| Participation rate | 65.0% | 74.4%-9.4pp | 76.0%-11.0pp | 67.9%-2.9pp |
| Annual return | 33.28% | 22.81%+10.5pp | 25.84%+7.4pp | 28.85%+4.4pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,313 | $4,215-45.1% | $4,851-52.3% | $4,289-46.1% |
| Admin fee / account holder | $76 | $2,707-97.2% | $8,252-99.1% | $1,587-95.2% |