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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,587 | $54,517-5.4% | $75,972-32.1% | $74,495-30.8% |
| Participation rate | 55.7% | 60.3%-4.6pp | 69.1%-13.3pp | 67.2%-11.5pp |
| Annual return | 10.29% | 31.82%-21.5pp | 359.55%-349.3pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $1,166 | $1,777-34.4% | $2,685-56.6% | $2,623-55.6% |
| Participant deferral / active EE | $2,217 | $3,066-27.7% | $4,255-47.9% | $4,346-49.0% |
| Admin fee / account holder | $48 | $2,229-97.9% | $6,467-99.3% | $1,942-97.5% |