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 4-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 | $644 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,809 | $101,517+60.4% | $109,895+48.1% | $101,517+60.4% |
| Participation rate | 28.5% | 74.6%-46.0pp | 74.2%-45.7pp | 74.6%-46.0pp |
| Annual return | 163.46% | 21.00%+142.5pp | 29.45%+134.0pp | 21.00%+142.5pp |
| Employer contribution / active EE | $463 | $2,973-84.4% | $2,842-83.7% | $2,973-84.4% |
| Participant deferral / active EE | $1,764 | $4,873-63.8% | $4,048-56.4% | $4,873-63.8% |
| Admin fee / account holder | $347 | $139+149.0% | $6,066-94.3% | $139+149.0% |