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 | $80,361 |
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 | $49,063 | $58,347-15.9% | $85,682-42.7% | $86,799-43.5% |
| Participation rate | 59.7% | 64.9%-5.2pp | 69.9%-10.1pp | 72.3%-12.5pp |
| Annual return | 16.21% | 18.43%-2.2pp | 21.49%-5.3pp | 97.91%-81.7pp |
| Employer contribution / active EE | $622 | $1,751-64.5% | $2,618-76.3% | $2,405-74.2% |
| Participant deferral / active EE | $3,654 | $3,065+19.2% | $3,923-6.8% | $4,131-11.5% |
| Admin fee / account holder | $180 | $147+22.3% | $6,873-97.4% | $170+6.4% |